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To: Andy M. who wrote (20685)	11/17/1999 5:20:00 PM
From: Tony Viola	Read Replies (1) of 25814

Andy, OTOTOT re Intel shortages. Hard call re what it will do to their quarter. They could have had a complete blowout if they'd seen the big demand bubble, and gotten more fabs cranking. They still could have an excellent quarter because they said they are sold out even for the original PIIIs and even PIIs. The good news is that there should be no price war with AMD this quarter, who's doing great also. If I were a betting man, I'd bet Intel exceeds expectations, although maybe not to the extent that they pre-warn upside. Come to think of it, I guess I am a betting man because I've bought a lot of INTC. Tony

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