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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: Cameron Lang who wrote (46017)	10/12/1999 5:37:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

look out below for whom? CUBE doesn't sell one iodta into INTC's market. That's why INTC is looking to buy other companies - they need the other companies' growth. I would imagine also, that INTC's story will be more about AMD than industry specific. AMD IS drawing blood.

To: Cameron Lang who wrote (46017)	10/12/1999 9:24:00 PM
From: Peter V	Respond to of 50808

Intel's failure to ship the 820 chipset won't help this quarter either. I just bought a Micron Millenia 600B computer with a 133 Mhz bus speed because the Intel chipset is not available. It will take 21 days to build it because they have been flooded with orders, no doubt in large part due to the lack of any competitive 133 Mhz system from Dell and Gateway, who are waiting for that 820 chipset. Micron's revenues for the coming quarter could be very good if they get some decent reviews on the new 600B (it's so new, only the "first look" reviews are out) and the 820 is delayed into next year, as the Dell reps predict.