Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

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To: Jim McMannis who wrote (94107)	12/15/1999 6:39:00 PM
From: Tenchusatsu	Read Replies (1) of 186894

Jim, <You just haven't been putting it all together which is a big surprise to me.> I have. I just thought you have not. Sometimes I give people less credit than they deserve. Like I said before, it just seemed to me that you were rattling off every little snippet of info that you came across. I think all of these little problems (Cumine supply, RDRAM prices and supply, 820 motherboard supply, high demand) can be traced back to these original two schedule slips: 1) Coppermine's two-month delay from September to November. 2) 820 delay from September to November. So probably Intel is ramping Coppermine and 820 faster than expected in light of these two delays. But I guess these two delays should never have happened in the first place, and all of the so-called "problems" we're currently seeing are just the consequences of the original two. Oh well. At least I'm betting on the notion that all of this negative news has already been priced into INTC. (Well, at least before the 6-point run-up!) Tenchusatsu

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