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Technology Stocks : Intel Corporation (INTC)
INTC 37.81+1.5%3:46 PM EST
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To: John Hull who wrote (82348)6/1/1999 5:41:00 PM
From: kash johal  Read Replies (3) of 186894
 
John,

Re: "Kash, do you suppose that Intel would have been so deeply asleep at the wheel that we would have ignored our suppliers in our Y2K compliancy efforts? If you had an ~$8B money printing machine in your backyard do you think you'd ignore your paper suppliers?"

As I understand it Intel hasn't been the problem here.
In fact they together with the other US/European semi companies have been very pro-active on Y2K.

The problem is that the Japanese suppliers have not been very pro-active at all.

The good news is that their is plenty of WIP anyway and if something happens, supply van be ramped up in a few months.

PS Was the stock dump related to to the Rambus fiasco or simply Dan Niles waffling on the numbers.

Kash

Regards,

Kash
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