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Technology Stocks : Intel Corporation (INTC)
INTC 47.26-5.9%2:34 PM EST
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To: Ibexx who wrote (23310)5/30/1997 3:23:00 PM
From: Road Walker   of 186894
 
Ibexx, all,

CNBC has been trotting out analyst's all day saying the Intel problem is a supply (MMX/P2) problem not a demand problem. Everyone wants the new products, older products are not selling. In the past, Intel kept the price spread between it's latest generation of chips and older generation large enough to allow a ramp up of production to the new products and maintenence of sales of the older generation. Probably with the Cyrix and AMD introductions they felt they didn't have that luxury, and had to price the new products at mainstream prices, creating demand that they couldn't produce.

You still have to wonder if the transition was as well managed as it could have been. They obviously didn't anticipate the mix demand correctly, as recently as last quarters earning release. I remember visiting a computer store the day MMX came out and thinking that with the relative prices they would never sell another non-MMX PC.

I also believe they could have been more positive in the press release. The only positive statement was that "it's new products... are experiencing strong demand". They might have given a projection on when their supply/demand situation might be more in balance. Give us the bad news, but put at least some positive spin on it.

Just some thoughts.

John
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