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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: Road Walker who wrote (92683)	11/17/1999 9:51:00 AM
From: dmf	Read Replies (2) of 186894

Amy, John and all: Re: Demand What impresses me is that Intel is having trouble keeping up with Pentium III demand as well as all Coppermines. I can't see any way that the PIII shortage is anything other than great demand as THAT ramp isn't that new. BTW, I liked Otellini's characterization of Intel's recent directions as taking advantage of obvious synergies rather than an attempt to diversify out of fear. The CNBC interview was live yesterday. I have to admit I liked the cool, matter of fact manner of addressing questions. Twas a nice change from breathless hype. dmf

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