Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

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Nov 21 9:30 AM EST

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To: Skeeter Bug who wrote (27135)	12/14/1998 12:27:00 AM
From: Tony Viola	Read Replies (1) of 70976

Skeeter, what do you mean 1Q is an unknown? It's mid December already, and 1Q is a little over two weeks away. And, a lot of that is also holiday. When you have a sold out product, some on allocation, your customers damn well will let you know this close how many they need and when. That's even with the tightest JIT models. The boxmakers that have no PIIs or Celerons on order right now will have no PCs on their lines in 1Q. The ones making the orders will suck them all up. Intel is in the catbird seat right now. The demand word is coming out of Intel and Intel watchers with excellent connections loud and clear. But what do I know. Tony

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