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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Amy J who wrote (94463)12/21/1999 5:41:00 PM
From: Tenchusatsu  Read Replies (1) of 186894
 
Amy, I'll answer this,

<With all of this talk about Intel stumbling in delivering products, what's your summary on why this is happening?>

I think what we're seeing right now is a combination of four factors:

1) 820 chipset delay from September to mid-November
2) Coppermine delay from September to late-October
3) Competitive pressure
4) Q4 buying season (which means #1 and #2 couldn't have come at worse times)

The bad news is that all four factors just had to come together and create one heck of a short-term situation for Intel. The good news is that, save for #3, they are just temporary.

Tenchusatsu
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