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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: Paul Engel who wrote (82711)	6/4/1999 10:07:00 AM
From: Burt Masnick	Read Replies (2) of 186894

Paul, Thread - This from SharkyExtreme via a post on the AMD thread. "We were told by several key sources close to AMD that the company has currently gotten themselves into to a spot of bother with their K6-2 CPU. AMD has in the past been known for having serious supply troubles and for not being able to match demand when releasing a new CPU. Since having released the K6-2, AMD has apparently tried to reverse their strategy and match production to their own forecasted demand. They currently produce two million units per month and so far have produced roughly six million K6-2s. Unfortunately for them (and as rumor has it) they've only been able to sell 2.5million. Blame can surely fall upon Intel's Celeron sales having been so strong in Q2 of '99. As we said, the above information was given to us by sources outside of AMD and we did indeed put it straight to AMD, who at the time declined to comment but promised to get back to us soon with an official line. We'll let you know…"

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