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

To: Amy J who wrote (92679)	11/17/1999 8:56:00 AM
From: greenspirit	Respond to of 186894

Amy, noticed today that Dell is offering RDRAM. dell.com Michael

To: Amy J who wrote (92679)	11/17/1999 9:28:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Amy, re: MP Demand I agree with your assesment that the shortage is demand driven. Not only from the conference call, but also from ancillary evidence like AMD's statements, reports of demand growth in improving Asian economies, results from Dell's quarter that included October, statements from PC makers that say they could sell as many high end PIII's as they could get. Let's hope Intel can push it's manufacturing and vendors so that they can take advantage of this opportunity. If end users can't get an Intel PC, some will wait, others will opt for an AMD powered machine. From a marketing standpoint, a percentage of those folks that don't wait will be lost as loyal Intel purchasers into the future. John