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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 9:30 AM EST

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To: Paul Engel who wrote (61643)	8/1/1998 3:46:00 PM
From: Bill Jackson	Read Replies (1) of 186894

Paul, I am curious about the shortage of the P-II and the relative abundance of the Celerons at all speeds. With Intels huge production capability one would not think shortage, unless one significant line is being changed in some way. The produce Celerons at the same time as they are promoting them sounds logical. However one Canadian spot chip broker told me his clients did not want the Celerons and were shifting production to AMD CPUs and boards made for them. This make me think that Intel made the shortage deliberately to force Celeron useage to increas as it will fill the slot easily enough and it is cheaply available, and that it is in the process of backfiring. In that case P-II taps from warehouses should be opened PDQ. This seems like a fall of gold from the sky for AMD as their chips are also in short supply, and are premium priced too, and one suspects that people are avoiding Celerons and opting for AMD. Once they know and find AMD chips run fine then commoditization advances? Bill

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