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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Paul Engel who wrote (107123)8/7/2000 10:56:50 AM
From: pgerassi  Read Replies (2) of 186894
 
Dear Paul:

The reason 1000, and 1133 MHz P3 are not available is because Intel can hardly make any thus, the even the little demand they do have can not be supplied. The 1133 P3 does not have enough supply even to be called sampling by Intel's old standards. The 933 MHz P3 is just beginning to be supplied in some reasonable volume level.

Durons are being sold by the biggest OEM on the planet, the SD shops. Combined, these shops far exceed any first tier OEM. In Intel's old days, these shops were shipping product before the first tier OEMs even announced. The fact that the first tier OEMs are not as nimble as the second tier and SD shops is their problem. To the quick goeth the profits.

Pete
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