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Technology Stocks : Intel Corporation (INTC)

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To: Paul Engel who wrote (115203)	10/30/2000 10:35:27 AM
From: Mary Cluney	Read Replies (1) of 186894

Paul, <<<Via cut its output from TSMC by about 30 percent because computer makers are reducing their chip inventories and because it recently started production of chips in Korea and needs to recover the related startup costs, the paper said. Intel, also using TSMC as a subcontractor to make chipsets, is cutting production as computer makers reduce their inventories, according to the report. >>> If true, this is terrible news. But as often happens with news coming out of the far east, accuracy and attribution are often suspect. An unnamed source cited cut backs at VIA. Is it completely because of demand? How much of it is about VIA shifting production to Korea? How do we go from an unnamed insider leaking internal information about the Tiawanese Company VIA to the second sentence with a definitive statement about Intel reducing inventories because all computer manufacturers are cutting back on inventories? What's most likely about these reports is that there is some grain of truth but that you can't draw any conclusions from them. Mary

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