Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 45.07

-17.0%

Jan 23 9:30 AM EST

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To: Road Walker who wrote (108057)	8/23/2000 7:55:26 AM
From: John F. Dowd	Read Replies (2) of 186894

John: This sounds like good news for INTC and Softee. Sounds like corporate servers are selling and since SUNW makes their own chip it bodes well for Wintel. We know it is a demand problem as INTC has been cranking out Xeon cpus for some time now. Hard to believe that they can't continue to make them at the same yields as before. Looks like demand is simply outstripping even INTC's ability to supply. If it is a supply problem i.e. bad fab then it is bad news but I can't see that with this processor. JFD

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