Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Skeeter Bug who wrote (27131)	12/13/1998 11:53:00 PM
From: Tony Viola	Read Replies (2) of 70976

Intel has already come out with a statement to the effect that 1Q99 demand for their products is stronger than even 4Q98 has been. That is unprecendented what with holiday buying and end of year budget clearing use or lose, or tax reason spending in 4Q. 1Q is usually a dearth, or something like nuclear winter. Intel said they think that some of this 1Q extra (bubble) demand is Y2K related. I agree with that. The rule of thumb is 486 or older is an automatic replacement...non compliant. For Pentium systems, you look at your BIOS. Some are Y2K compliant and some aren't. So even a lot of older, slower Pentium machines will be chucked for two reasons: uncertainty of compliance and why not speed upgrade anyway. Kurlak is all wet. He's a stock manipulator, WRT Intel, nothing else. Tony

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