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Technology Stocks : Intel Corporation (INTC)
INTC 35.81-5.5%1:33 PM EST

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To: Saturn V who wrote (99010)2/14/2000 6:42:00 PM
From: Process Boy  Read Replies (1) of 186894
 
Saturn - <Is Process Boy in a position to comment ?>

Several things.

* - I cannot verify the source of the info semi posted. However, by tomorrow I could probably obtain figures myself. However, I would not be able to relay this information directly. Let's see what happens tomorrow....

* - re: Glut? Going forward there may be several items either going into or maybe even already into production, e.g., Cascades, Willamette, Foster, Merced, Timna, which have relatively big die sizes compared to Cumine. Think about Timna production alone. I am not worried about supply gluts going forward at this point, and especially not at the moment with the stings of GTW and DELL fresh in my memory.

PB
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