Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.28

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3:59 PM EST

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To: Road Walker who wrote (96778)	1/19/2000 8:53:00 PM
From: Paul Engel	Read Replies (3) of 186894

John - Re: "So tell me something, was AMD capacity constrained? We know that Intel could have sold many more chips. How many of AMD's sales were second choices, because the OEM's and end users couldn't get Intel?" Sombeody on the AMD thread reported - from the AMD Conference Call - that AMD shipped 800,000 or 850,000 AthWipers - but MANUFACTURED over a MILLION ! AMD suffered a lack of DEMAND. If you peruse the AMD thread - Goutama reported on Tuesday evening that AMD SLASHED the AthWIPER prices by $150 to $175/each. It appears that AMD has rapidly reached DEMAND constraint for the AthWiper. Paul

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