Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

3:59 PM EST

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To: Tony Viola who wrote (94296)	12/19/1999 12:48:00 PM
From: Jim McMannis	Read Replies (1) of 186894

RE: PB ,"As usual, he's still sticking to the same story, that Coppermine production is ramping faster than expected, but demand is also higher than expected" Like I've said before...one has to read between the lines and ask... why can't Intel keep up with demand for the Flopper? It doesn't have to be manufacturing problems... It can be a gross miscalculation by Intel. They are having to ship much higher MHZ chips than they had planned at this time, due to the pressure put on by Athlon. They just hadn't planned on having to ramp speed grades this fast... The keys lie in the terms "as expected" and "demand is higher than expected"...everything fits... Jim

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