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Technology Stocks : Intel Corporation (INTC)

INTC 37.32

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Dec 30 3:59 PM EST

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To: Burt Masnick who wrote (61219)	7/27/1998 2:29:00 PM
From: Paul Engel	Read Replies (1) of 186894

Burt - Re: "a buildup of inventory at Intel and Intel warehouses are filling with unsold P2's and Celerons. The other side is that there are shortages and P2's and Celerons are in short supply. " The only "shortage" I heard about (that I confirmed with a distributor) was a possible gap in the ordering process. Several distributors delayed purchasing Intel CPUs in view of the upcoming price cuts. Normally, Intel protects their FIRST LINE (Direct) distributors for pricing changes but this protection may have not been passed on through the second and third line of distributors. My gut feel is that Intel has no shortage of CPUs or production capacity at this moment. From a retail perspective, I have seen a LOT of Compaq Celerons for sale (300 MHz) in 3 or 4 different copmuter super stores. Compaq also has a lot of Pentium II machine in these same stores as well as K6-300 machines (not the K6-2, however). HP also has tons of Intel Pentium II and Celeron PCs on dealer shelves, but I also saw one store (CompUSA) with a stack of AMD K6-2 333 MHz machines - my first sighting of these ! The only Cyrix MII machines I saw were in Packard Bell boxes, but these were accompanied by Intel Pentium II Packard Bell machines as well. Paul

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