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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

3:59 PM EST

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To: Paul Engel who wrote (100295)	3/5/2000 6:22:00 PM
From: Dan3	Read Replies (3) of 186894

Re: Get a grip - AMD has pre-announced the 850's and is dribbling them out slowly... Panicking Paul, Go to your local library or a Borders or Barnes and Noble bookstore and find a Sunday Chicago Tribune. Last week or this week, it doesn't matter. Now turn to the business section. Towards the back is a page full of ads from local screwdriver shops. Take a look at those ads. You'll see that some of them offer Athlon 850s. There are no delays from AMD's tier one and tier two customers, and there is enough stock left over to sell some into the distributor channel. Now check out the same page looking at entries for Pentium III. Try to find an Intel 800 (much less an 850). I know that Intel had a sign up in one of its cafeteria's claiming 1 million good coppermine chips produced that week. But they were evidently coppermine flavor corn chips to be sold in that cafeteria, they sure don't seem to have been computer chips. Just think about it. Intel claimed they would be able to produce enough high speed parts to end the coppermine shortage in January - but they didn't. Then they said they'd solve the problems in February - but they didn't. Will they catch up in March? Will we have plenty of 1GHZ parts in March? Catching up doesn't mean shipping the target speeds from 3 months ago - catching up means shipping today's target speeds today. It is now March, and Dell wants $320 and an extra 30 days to substitute an 800 coppermine for a 733! Intel is falling further and further behind. Intel claimed they'd ship stable rambus chipsets/motherboards in September - but they didn't. Then they said they'd solved the rambus problems in December, then in January - but new problems showed up. What about the Profusion errors? Face it Paul, Intel had a nice run - but ...it's over... Dan

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