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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%3:59 PM EST

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To: Process Boy who wrote (94345)12/20/1999 10:37:00 AM
From: Road Walker  Read Replies (2) of 186894
 
PB, re: ZDN article

Thanks for all the good news.

re: "while the 750MHz should be available in quantity, McCrea said."

Hopefully to ship by the end of the quarter.

re: "Supply issues with the company's 700MHz and 733MHz Pentium III chips are no longer present, McCrea added. PC makers said last week the 733MHz chip is now much more readily available than it was in late November."

Wonder how many have/will ship by the end of the quarter?

I beginning to suspect that Intel will report towards the high end of their guidance. This is not in the stock price, IMHO.

re: "You're going to see Intel being much more aggressive in the future," he added.

Also great news, sounds like Intel is pissed off. Bad news for AMD, I would imagine.

John


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