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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: Mike Magee who wrote (145771)10/20/2001 12:12:46 PM
From: Tony Viola  Read Replies (1) of 186894
 
Rubbish. I am not reporting on the UK market.
This is a memo that went out initially to North American distributors, then the rest of the world.


But almost every quote about the P4 shortage in your article was from a UK company, wasn't it? Like this:

Every major UK system builder is saying the situation is very serious - for every other PC manufacturer except themselves. We've heard reports that several companies have been on line stop this week - which means they've had to shut down production becasue there's no processors to be had.

I did see you quoted Avnet, so I was too quick to say just UK was being covered.

Distributor Avnet has said AMD's Athlon 1500+ XP and Intel's Pentium 4 1.5GHz chips were in high demand. A spokesperson from the company says the market has rebounded tremendously in the past few weeks, leading to the supply issues from both competing vendors.

Still, bottom line, I think most of your glimpses into supply and demand, and other topics re Intel and AMD are generally more UK weighted, and it would be good if someone had as much insight into the rest of the world.

Tony
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