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

To: Process Boy who wrote (92644)	11/17/1999 12:42:00 AM
From: Scumbria	Read Replies (2) \| Respond to of 186894

PB, Does this answer your question? Gelsinger played down the significance of the shortage. Intel always faces "exciting issues" when it switches to a new manufacturing process, and the problems it is experiencing with the Pentium IIIs are not atypical, Gelsinger said. "We need more maturity with the [0.18-micron] process," he admitted. Scumbria

To: Process Boy who wrote (92644)	11/17/1999 1:42:00 AM
From: Michael Bakunin	Read Replies (5) \| Respond to of 186894

You're no help. <g> Like last time, I'm leaning towards the optimistic explanation -- that demand is outstripping projections, and that Intel really can't satisfy it. It seems like the quake/mobo situation has had its effect. Moreover, the real shortfall appears at the highest MHz grades -- remember all my questions about the 733 part? Still, the local peanut gallery (you know who you are) is right about one thing: I'm still not convinced of the semi 'recovery', not in the context of current stock prices. Wait & see, as usual. -mb