Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Tony Viola who wrote (108292)	8/25/2000 12:06:29 AM
From: semiconeng	Read Replies (2) of 186894

How so, Intel is sold out according to Dan Niles. Are they going to get "unsold out"? Q3 in the bag, Q4 probably an even better quarter, Niles says. Intel has Niles in their camp, AMD has Needham whoever. Like superstar and bush leaguer. Tony Hey, Hey now, don't be so hard on Dan, according to him, AMD is "shipping" lots of Athlons..... To their warehouse..... If they don't actually start "selling" some of that inventory pretty soon, the laws of supply and demand are going to kick in, and they're going to have to make "drastic" price cuts, to move all those stored up chips.... OOppps.... I forgot..... :-) SemiconEng P.S. - "Volume is our vaccine".... Isn't a vaccine what they use to cure an illness?

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