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Technology Stocks : Intel Corporation (INTC)
INTC 35.66+3.9%10:17 AM EST
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To: Burt Masnick who wrote (89224)10/1/1999 4:43:00 PM
From: kash johal  Read Replies (3) of 186894
 
Burt,

On the whole a balanced report.

Both compaq and ibm have their own motherboards built to order.

Now their are plenty of MB's and K7s at distributors and even stores like frys.

So either they haven't ordered enuff MBs or demand has exceeded the MB orders that they have placed.

So go ahead and short it for all its work.

Remember the 700Mhz parts are vaporware.

Probably a few months before anybody sees any.

regards,

Kash.
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