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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%Nov 13 3:59 PM EST
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To: Tenchusatsu who wrote (100324)3/5/2000 10:32:00 PM
From: kash johal  Read Replies (2) of 186894
 
Tenchusatsu,

But tench you can't have it both ways.

One is to say that "sweet spot is 500Mhz" and thats great.

The implication being that "nobody" wants the high speed chips that AMD is delivering.

The reality is that AMD parts are available across the channell ACROSS the speed range. And OEMS are happy with volumes and lead-times.

Intel with all this crap of 1M/wk is still showing shortages at high end.

This is CLARLY a BAD thing. High end customers are forced to wait or compromise and buy a lower end price reducing Intel revenue or alternatively buying an AThlon eliminating Intel revenue entirely.

Dell as of TODAY is still SHOWING a 30 day wait for 800's.

However you guys SPIN it this is BAD for Intel.

As well as the embarrassment of being 3 SPEED grades behind on Monday.

Coupled with a "token" 1GHZ release on wednesday this will increase consumer demand for 1GHZ, 950, 900's all of which Intel can't deliver.

At some point some IT folks are gonna see 1GHZ AThlons going out the door and NADA from Intel. And at least a few of them will pick up the phone and call.

However you slice it INTEL is coming up SHORT.

SHORT on reliable chipsets.
SHORT on volumes at high end.

Now tell us it'll be different with Willy and DUAL RAMBUS channels.

regards,

Kash

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