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Technology Stocks : Intel Corporation (INTC)
INTC 35.86-0.2%11:37 AM EST

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To: kash johal who wrote (97664)1/26/2000 9:56:00 PM
From: Process Boy  Read Replies (3) of 186894
 
kash - <2. They are only CONSTRAINED by 800Mhz parts EVEN TODAY.>

Actually, nothing is inconsistant with what Intel has said. wen they intro'd the 800 4 weeks ago, they said supplies would be tight for the first part of Q1.

So it ends up like that, and everybody seems amazed.

From my perspective, demand is incredible across the board for uP's. I know some people would love the situation to be more than it is, but the simple fact of the matter is that Intel just can't ramp fast enough.

PB
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