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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: Paul Engel who wrote (39550)11/8/1997 5:08:00 PM
From: Lee Penick  Read Replies (1) of 186894
 
Paul,

Re - "Lee - Re: "Why is JIT or "made to order" causing so much stir now?" This matter caused quite a stir and deserves some explanation."

You and PT both provided excellent explinations. Thank you.

I can certainly see the financial benefit to the box makers.

I see this as a negative for AMD, since they don't have good production and reliability for BTO/JIT to work well. If I was selling their product, and they had trouble manufacturing and delivering, I would want a larger inventory to see me through their inconsistencies, or better yet, just buy from Intel!

Thanks for remimding us all about the Scientific American edition on Microprocessors. Just picked it up this morning. Will take a while to read it all, but, hey, the pictures look really good so far!!!

Thanks again for all you add to this thread. The old adage, "don't invest in what you don't understand" .... if it wasn't for you, a couple of us might be excluded from investing in Intel.

Lee

ps, hope you accept the ICQ invitation I sent you several days ago.

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