Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Amy J who wrote (92679)	11/17/1999 9:28:00 AM
From: Road Walker	Read Replies (1) of 186894

Amy, re: MP Demand I agree with your assesment that the shortage is demand driven. Not only from the conference call, but also from ancillary evidence like AMD's statements, reports of demand growth in improving Asian economies, results from Dell's quarter that included October, statements from PC makers that say they could sell as many high end PIII's as they could get. Let's hope Intel can push it's manufacturing and vendors so that they can take advantage of this opportunity. If end users can't get an Intel PC, some will wait, others will opt for an AMD powered machine. From a marketing standpoint, a percentage of those folks that don't wait will be lost as loyal Intel purchasers into the future. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next