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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: Mary Cluney who wrote (92602)	11/16/1999 5:39:00 PM
From: f.simons	Read Replies (2) of 186894

>>Intel can't seem to do anything right with and your friends on the Michael Burke thread. Either they're struggling to produce them fast enough to meet rising demand or they are struggling to hide excess inventory in the channels as Earlie has been reporting for the last several years to support Michael Burke's theory about Christmas lies .<<< I am long Intel big time, and have been for years. But it does seem that Intel's now-admitted inability to meet current demand for their high-end CuMines opens a window of opportunity for AMD's Athlon. Why can't we admit that? Whether AMD can take advantage of the situation is an entirely different issue.

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