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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: GVTucker who wrote (91628)11/4/1999 12:27:00 AM
From: Amy J  Read Replies (1) of 186894
 
RE: "We hosted Intel's CFO Andy Bryant for breakfast yesterday in NY.
"The extent to which Intel is struggling to keep up with strong demand came through loud and clear...."

Hi GV Tucker, I thought this was clear awhile ago in their Qty CC, the CFO said he wasn't sure if they were going to be able to build up inventory to meet the demand:

Message 11527549

- IMPORTANT: INVENTORY LESS THAN EXPECTED... WE DIDN'T ANTICIPATE THIS MUCH DEMAND SO WE ARE PUSHING OUR FABS AS MUCH AS POSSIBLE. Right now, with fabs, we are trying to, I would like to build up inventory in Q4, don't know if we will be able to or not !!!
[Note: This translates to me: a very healthy demand for Q4]

Amy J
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