Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

-0.1%

Nov 12 3:59 PM EST

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To: Paul Engel who wrote (95270)	1/6/2000 8:54:00 PM
From: John F. Dowd	Read Replies (3) of 186894

Paul: You are correct. INTC said they would fill all the anticipated orders but would be hard pressed to fill any additional orders in the qrtr.. So if GTW tried to low ball their orders it is only natural to assume that they are to blame given the demand supply situation that existed at the time. Further, I don't think INTC would bend over backwards to help GTW catch up as they returned to INTC after being disappointed by the unreliable AMD. Absent AMD's normal price cutting it would seem to me that INTC's unit prices actually went up while maxing out their production resulting in a great qrtr. CPQ tried to blame other forces outside of their company when they screwed up and soon heads began to fall. Watch for similar changes at Gateway. The next excuse now that Y2k is gone will be the devil made us do it. Looking forward:This article calls for a booming year for the chips newsalert.com JFD

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