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Technology Stocks : Dell Technologies Inc.
DELL 124.21-1.4%Feb 11 3:59 PM EST
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To: TTOSBT who wrote (158236)6/28/2000 6:42:00 PM
From: rudedog  Read Replies (1) of 176388
 
I believe that Intel's production on the lines that produce the processors in demand has been well beyond the max for a while now. Unfortunately, the lag time in that business is pretty long. Intel made a couple of decisions to develop additional capacity, including the delay of Timna (the integrated "system on a chip") to free up production capacity. With luck we will see some easing in 2001.

But processors are not the only components in demand, and the tight supply chain would be a problem even if Intel could double production tomorrow.
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