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Technology Stocks : Intel Corporation (INTC)
INTC 34.32-1.2%Nov 18 3:59 PM EST

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To: TTOSBT who wrote (53248)4/15/1998 1:05:00 PM
From: Paul Engel  Read Replies (2) of 186894
 
TTOSBT - Re: " the inventory glut to the soon to be outdated chips and models. Isn't this the way it always goes?"

I think that this has a LOT to do with Intel's Q1 order short fall.

Bear in mind, Intel said that they have STOPPED Pentium MMX wafer starts ALREADY - which tends to support that argument.

All new wafer starts will be Pentium II (Plus some small number of 0.25 micron Tillamook).

Intel is definitely running headlong towards a Slot1/Slot 2 Pentium II EVERYWHERE approach.

Paul
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