Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Gerald Walls who wrote (68780)	11/20/1998 3:40:00 PM
From: Badger	Read Replies (2) of 186894

this market is way overbought I dunno. I've been hearing talk around here of Intel being supply constrained for the next two quarters, and that they are selling Celerons and Xeons faster than they can make them. I heard one wild rumor today at lunch - and I admit that this is wild and unattributable, so no flames, please - that the quality of the silicon coming out of the fabs is such that Intel could reasonably release Pentium II's running at 650 Mhz. I also think that sentiments were overly pessimistic re: Intel as late as October. The stock has shot up quite a bit from there and maybe it'll have a short-term pullback, but I'm a long-term investor and long term, especially over the next five quarters, I think things look very good indeed. Regards, Badger

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