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Technology Stocks : Intel Corporation (INTC)
INTC 37.81+1.5%3:46 PM EST
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To: Paul Engel who wrote (61648)8/1/1998 5:24:00 PM
From: Bill Jackson  Read Replies (1) of 186894
 
Paul, The shortage is widespread, not just this broker. The chip watch bulletin from Ingram shows it too.

Priming the pump=intentional shortage with the object in the fall to kill off the socket 7 totally. The small cache celeron is probably the only one that will sell well. The naked celeron ? unless they make it extremely low cost. I wonder if someone can buy celerons and open them up and install cache in them? I would suspect Intel would forestall this mechanically. However if it can be done, it will be done, someone's law.

Interesting trifurcation in the market with the celerons, AMDs and Pentium-IIs all selling at assorted speeds. I think commoditization will occur and people will not care what is inside. just the capablility will count and the price. Can Intel force their buyers to put labels on them to grab brand consciousness?, or can they just bribe them with coop dollars and free custom labels that combine Intel with the brand . Virtually no screwdriver shop puts intel inside labels on their stuff AMD or Intel they care not.

The Toronto market is cheaper than LA as there is no duty on the stuff and US is 6-7% and Toronto has a huge Chinese community with links to the orient and to the USA. Huge numbers of oriental chips are brought fro, HK etc and sent to the USA as the spot market brokers operate with the excess Intel schips and memory purchased by Acer and others like them.
That is where most unboxed chips in the USA come from.

Bill
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