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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (86104)	7/24/1999 12:38:00 AM
From: Elmer	Respond to of 186894

Re: "Let's see. 440BX price jumped from $26.78 to a whopping $33.50. At the same time the 440BX shortage is delaying sales of $600 Pee-IIIs. These are wonderful news for Intel." Maybe they are delaying Celeron sales instead. EP

To: kapkan4u who wrote (86104)	7/24/1999 11:21:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

k-whatever, Re: Let's see. 440BX price jumped from $26.78 to a whopping $33.50. At the same time the 440BX shortage is delaying sales of $600 Pee-IIIs. These are wonderful news for Intel. I doubt if PIII is of the quantity magnitude yet to be affected here. The newest baby gets the most attention. The key to me is the Intel statement that it's a nice to have problem. I guess I can understand your take, though, because an AMDolt wouldn't know a nice-to-have problem if it hit him between the eyes. We're acknowledging a shortage of BX and ZX parts, and we're working quickly to meet that [demand],? said a spokesman for Intel, Santa Clara, Calif. ?It's a case where demand for the product continues to be extremely strong. It's a good problem. Also, the price delta is meaningless, it's the signal of a big demand pickup that is the good news for Intel. Jealous. Tony

To: kapkan4u who wrote (86104)	7/24/1999 10:06:00 PM
From: Peter Weber	Read Replies (1) \| Respond to of 186894

I've been lurking here for probably a year and a half or longer. Always stayed out of the squabbles that this thread seems to delight in. But this time I'm going to put in my 2 cents worth. It's not that Intel is has production problems and produces less of the chip sets. They can't meet demand and are increasing the output. That's good for business. On top of that, the price goes up by 25% without increase in cost. To me that sounds like good news again and I'm glad I picked up some more shares on this latest dip. Peter