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Technology Stocks : Intel Corporation (INTC)
INTC 38.16+2.5%Nov 7 9:30 AM EST
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To: John F. Dowd who wrote (95664)1/11/2000 1:14:00 PM
From: Tenchusatsu  Read Replies (2) of 186894
 
JFD, <Why did it take the anal-ists so long to figure if you are sold out and your fabs are running flat out and your low balling competition is not cutting prices that your going to have a good qrtr.>

Because people thought Intel was having production problems big time, especially with the allocation problems that we've been seeing from Tier 1 guys.

But let's not get TOO excited here. The real meat, the main dish, doesn't come until earnings.

Tenchusatsu
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