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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

-1.3%

Dec 1 3:59 PM EST

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To: SisterMaryElephant who wrote (113270)	10/12/2000 4:29:04 PM
From: Harry Landsiedel	Read Replies (3) of 186894

Steve Kovlakas. Re: "The results of not enough product is that your competitors will take market share and mind share. You will scramble to keep up, resulting in quick product launches, recalls, pissed off customers and delays. " Very good points. Another factor is that shortages lead to panic orders, which are often double orders and when capacity kicks in, some of these orders disappear. I believe this could be part of the reason for Intel's switch from bullish in the 2Q conference call to a revenue miss a couple of months later, when the "turns" business failed to materialize in late September and many double orders got canceled. The weak Euro just exacerbated the problem. Hopefully, this is a seasonal problem and will be "corrected" in either the 4Q or 1Q, rather than a real slow down in PC demand. The fact that Intel is maintaining their heavy capital spending program and IBM just announced their own indicates where two key companies are betting. Let's keep our fingers crossed. HL

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