Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 44.06

-3.2%

3:59 PM EST

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To: Proud_Infidel who wrote (180688)	4/8/2005 2:06:06 PM
From: Amy J	Read Replies (1) of 186894

"Analyst Joe Osha at Merrill Lynch, for one, upgraded a host of semiconductor stocks on Wednesday because their valuations seemed low." ( It certainly feels painfully low, that's for sure ) thestreet.com On a different note, interesting comments here: investorshub.com "The presss has talked about shortages of Sonoma, which is probably due to demand exceeding forecast. This can probably be rectified within a few months by just increasing the wafer starts since I presume that Intel has reserve wafer start capacity. However I am also hearing about shortages of XSCALE for PDA/Smartphones. These probably involve stacked chip assemblies, which takes specialized packaging equipment and operations. This may take longer to rectify."

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