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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
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To: Robert Salasidis who wrote (94172)12/16/1999 6:27:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
Bob,

And there have been reports of possible flash gluts in a year or so. This would also be bad for Intel, but I think it would be
a disaster for AMD.

Someday maybe they'll get the undersupply/oversupply thing balanced. When asked at LSI's stockholders' meeting this year if that might occur soon, Wilf Corrigan said he didn't think so. Have to watch commodity chip supply exposure in your stocks.

Tony
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