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Technology Stocks : Intel Corporation (INTC)

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To: Paul Engel who wrote (90345)	10/15/1999 2:48:00 AM
From: Amy J	Read Replies (1) of 186894

Hi Paul, I erred - same question, but 810, not 820: RE: "Let's hope this plays "properly" out for Q499 revenues/profits !" While Paul O said Intel wasn't affected by the quake, he didn't say Intel will not be affected by the quake in Q4. He also didn't know if the price increases of DRAM & graphics were due to normal seasonal price increases (or the quake). So, does this mean, if 810 [not 820] doesn't "play out properly," there's a chance for a future impact in Q4 with respect to the quake? i.e. If 810 (which has the integrated graphics solution) doesn't properly play out (as an alternative solution during a graphic shortage), and if there's a graphic shortage, then what? Paul O said Intel wasn't affected by the quake (note: "was" is past tense), but what about the future? - it appears there still remains a risk that Intel could be impacted by the quake in the future/Q4 (if there is a graphic shortage and if 810 doesn't play out as an alternative solution)? Am I getting this correctly? Thanks! Amy J

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