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To: Robert Douglas who wrote (91631)11/3/1999 10:40:00 AM
From: L. Adam Latham  Read Replies (2) | Respond to of 186894
 
Robert and GVTucker:

Re: Osha's comments

I assume you both must have access to his report. What's his conclusion about all this? Does Osha imply (or say) it's larger-than-expected CPU demand in general, or does he think the shortages are caused by an Intel production problem?

Adam



To: Robert Douglas who wrote (91631)11/3/1999 11:02:00 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Robert,

Wonder when/if Intel will come out with a revision of it's 4th quarter guidance?

John