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Technology Stocks : Intel Corporation (INTC)

INTC 34.17

-2.6%

1:50 PM EST

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To: Twisted Pair who wrote (46165)	1/21/1998 1:46:00 AM
From: Ernie Ganas	Read Replies (2) of 186894

>>At computer sales in my area if you don't get there early all of the AMD CPU's are sold out and all that's left is Intel and Cyrix. << In the SF Bay Area computer shows AMD, IBM and Cyrix are available after 1 PM, but very few Pentium II's left after 1 PM. Some P200, P200MMX and P233MMX are left after 1 PM. I've known most of the of the vendors for years and they tell me in private that they sell all the Pentiums and Pentium II they can get their hands on. They don't have a very high regard for the AMD chips. Since these guys are very thin margin folks who have to turn their CPU and Memory stocks over on a weekly basis they have a real feel for the market. They were the first to tell me about the AMD failures and problems when all the PC magazines were raving about the AMD chips. Ernie

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