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Technology Stocks : Intel Corporation (INTC)

INTC 36.61

-3.4%

10:37 AM EST

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To: L. Adam Latham who wrote (91632)	11/3/1999 1:52:00 PM
From: GVTucker	Read Replies (3) of 186894

Adam, RE: Does Osha imply (or say) it's larger-than-expected CPU demand in general, or does he think the shortages are caused by an Intel production problem? No question, he thinks it is demand in general. I have the full report now, and not just a summary from Osha. "The most important thing that we brought away from yesterday's meeting is that demand worries for Q4 so far appear to be baseless, as do the worries about real Coppermine shortages." Coppermine is just fine, according to Osha. "Much has been made of the fact that Intel is supply-constrained on its Coppermine prodcuts, which the company clearly is. That is to be expected given how early Intel is in the ramp of Coppermine--the question to be addressed is whether Intel is behind where it expected to be. Clearly, the answer is no--since the initial delay of Coppermine we have been modeling between 1.5 mm and 2 mm units on the process during the 4th quarter, and everything that we heard yesterday supports our estimate." Other thoughts: "We think it would be a good idea for investors to throttle their expectations back [for Itanium]--the more we talk to Intel about Itanium the more we are told to save our real performance expectations for the follow-up product, currently code-named McKinley." "To the extent that Intel continues to edge away from its commitment to Rambus we are pleased--the company does not need to gate its processor sales by tying them to a memory architecture that it cannot get the market to support."

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