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Technology Stocks : Intel Corporation (INTC)
INTC 34.72-2.3%Nov 17 3:59 PM EST
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To: Amy J who wrote (103495)5/18/2000 6:58:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
Amy, >I'd like to hear if Intel said anything at the shareholder's meeting about demand in the 2H. If Intel can't meet all of its demand in 2H, then I'll hold AMD options longer.

I don't remember that coming up yesterday, pretty sure that it did not. What Barrett did say is that Intel is supply constrained now, and as in my other post, Intel is going gangbusters to solve the supply problem (8 fabs at 0.18 by EOY, etc.).

Tony
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