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

To: MONACO who wrote (88740)	9/23/1999 4:18:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Monaco - Re: "Paul...will it crimp demand for just Intel's CPU's or everybodys and anybodys CPU's....M P.S. Drew Peck is therefore thinking correctly??? " Peck is THINKING correclty. On a per-centage basis, it will HURT AMD/Cyrix/VIA more - because MOST ALL of the MotherBaords for their CPUs comes from Taiwan. Intel still makes quite a lot of Motherboards in their OWN factories - and will be able to supply MB's from these factories - although they can't make up for the entire Taiwan MB shortage. Paul