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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

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Nov 12 3:59 PM EST

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To: Road Walker who wrote (92676)	11/17/1999 8:29:00 AM
From: Amy J	Read Replies (2) of 186894

RE: "3) Unprecedented and therefore unpredictable demand growth" Message 11527549 A quote from the last CC: "- IMPORTANT: INVENTORY LESS THAN EXPECTED...[because] 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] Hi John, My interpretation of the CC continues to be "a very healthy demand" (i.e. your option 3) which could possibly also create options 2) and 1). How else could this be interpreted? Michael Bakunin's proposed interpretation seemed off to me. From the CC, it appears to be pure demand - straight and simple. Regards, Amy J

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