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Technology Stocks : Intel Corporation (INTC)
INTC 35.64-5.9%2:08 PM EST

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To: Paul Engel who wrote (49154)3/2/1998 3:46:00 PM
From: Jim Patterson  Read Replies (2) of 186894
 
RE: Why is only one manufacturer (CyberSmash) complaining about slipped delivery schedules?

CPQ and IBM are consuming all the chips. Smaller OEM's, I would expect, should get the short end of the stick.

I do not know order rates or delivery schedules for anyone.
I do know that CPQ and IBM are building these boxes and I think it has been implied that they would build more if they could get the chips. (read AMD has sold every chip they have made)

I may change camps after AMD's preformance today.
You would think at this point that it was much adoo about nothing.
After all, How could anything put a dent into INTC.

Jim
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