Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: GVTucker who wrote (95627)	1/11/2000 9:28:00 AM
From: Process Boy	Read Replies (2) of 186894

GVT - <Can anyone verify that 2nd paragraph? To me, it seems to be a mistake, because in the long run it meant that another door was opened to AMD.> I have no window on this aspect of the business. I can neither confirm or deny any distribution / allocation issues, even if I wanted to (which I don't). I will say that if this was true, overall capacity certainly plays a functional role in this type of situation. Intel warned at the beginning of the Q that supplies were strained across the product line. It would be nice to just snap fingers and have some extra available capacity when a customer needs a certain amount of certain parts. Unfortunately, it's not nearly that easy, possibly bringing about situations as with GTW. Again, I don't know anything about the GTW allocation problems, other than what I read in the press. You bring up a valid point about the GTW thing. However, so does the CSFB analyst w.r.t. to product positioning, and also what products does one choose to sell when one is capacity constrained. I don't have the easy answer. PB

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