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

To: Amy J who wrote (88712)	9/23/1999 3:19:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Amy - Re: "Intel Corp, Micron Technology Inc and Texas Instruments Inc outsourced none of its production to Taiwan, Merrill Lynch said. " Directly, Intel doesn't have a problem. Indirectly, Intel has a BIG PROBLEM. If Taiwan MotherBoard and Chip Set manufacturers have a major hiccup in their production, the lack of availability of these products will crimp demand for Intel CPUs - and even chip sets ! I don't think Intel can instantaneously RAMP up their own Mother Board production - which I think is done in Malaysia and perhaps other sites. Paul