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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Elmer who wrote (74438)2/25/1999 4:51:00 AM
From: Amy J  Read Replies (1) of 186894
 
Re: "Intel shortage on Hudson fab"

"At the time of the acquisition, Massamini and other analysts said they believed that the StrongARM was the most important asset Intel purchased. Along with the StrongARM, Intel's Hudson fab also manufactures PCI bridge chips . Wegner declined to comment on the number of StrongARM chips the Hudson plant is producing, or upon the ratio of StrongARM output to the other two products."

This reads to me: StrongARM is a higher priority than the PCI bridge chip. So, when there's a shortage of StrongARM chips, there could be a potential shortage of the PCI bridge chips too since they use the same fab. Arg!

Amy J
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