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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%3:59 PM EST
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To: Tenchusatsu who wrote (100324)3/5/2000 10:49:00 PM
From: Dan3  Read Replies (1) of 186894
 
Re: there is a huge difference in opinions being expressed on both the INTC and the AMD threads...

Thanks for a considerate and intelligent response. There remains the (relatively) large supply of 733 parts, and the apparent severe shortfall at 800. I suppose this is an indication that demand spikes at the high end rather than tapering off, despite the higher prices charged at the high end. (in contrast to what I would guess is a bell shaped speed distribution coming out of the production process).

If the demand spike at the top of the distribution is very large, it would make volume at the top of the speed distribution very valuable. It would also seem to make an official release of high speed chips that cannot be supplied (in other than token volume) a poor move.

Regards,

Dan
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