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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: kapkan4u who wrote (86104)	7/24/1999 11:21:00 AM
From: Tony Viola	Read Replies (1) of 186894

k-whatever, Re: Let's see. 440BX price jumped from $26.78 to a whopping $33.50. At the same time the 440BX shortage is delaying sales of $600 Pee-IIIs. These are wonderful news for Intel. I doubt if PIII is of the quantity magnitude yet to be affected here. The newest baby gets the most attention. The key to me is the Intel statement that it's a nice to have problem. I guess I can understand your take, though, because an AMDolt wouldn't know a nice-to-have problem if it hit him between the eyes. We're acknowledging a shortage of BX and ZX parts, and we're working quickly to meet that [demand],? said a spokesman for Intel, Santa Clara, Calif. ?It's a case where demand for the product continues to be extremely strong. It's a good problem. Also, the price delta is meaningless, it's the signal of a big demand pickup that is the good news for Intel. Jealous. Tony

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