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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Ex-INTCfan who wrote (147551)	11/17/1999 9:13:00 AM
From: dwc	Read Replies (1) \| Respond to of 176387

Or maybe braver.

To: Ex-INTCfan who wrote (147551)	11/17/1999 9:33:00 PM
From: VICTORIA GATE, MD	Read Replies (1) \| Respond to of 176387

INTCfan re<Just heard on CNBC that INTC is having trouble...they can't keep up with demand... Y2K huh??? :o)> Intel repeats Q4 demand beyond its supply, shrs slip By Eric Auchard NEW YORK, Nov 17 (Reuters) - Intel Corp. (NASDAQ: INTC) said it has been seeing stronger than expected fourth-quarter demand for its computer chips and reiterated comments that it would have trouble filling orders beyond its existing commitments. "We built for a seasonally strong fourth quarter," Intel spokesman Michael Sullivan said. "The reality is that it's stronger even than that," he said, referring to demand outstripping the supply of chips manufactured at its plants. "We are not able to meet some of the new upside requests from some additional customers at this point in time," Sullivan said. "Upside" is an industry term for additional sales demand that can lead to better-than-expected financial results. Shares of Santa Clara, Calif.-based Intel, the world's largest computer chip maker, and those of several of the largest personal computer makers that are its principal customers, fell back in active trading on Wednesday. Intel gave up 1-13/16 to 74-3/4. Dell Computer Corp. (NASDAQ: DELL), the fast-growing PC maker that has perhaps the most riding on a dependable supply of chips, lost 1-15/16 to 39-3/4. Dell trades on the Nasdaq stock market. Sullivan was confirming remarks he made in a Wall Street Journal article published Wednesday, but stressed his comments repeated Intel's recent statements on PC demand and supply. "There really is nothing new here," Sullivan said. "We have been talking for a while about how there's very high demand across our PC-related product lines." He said Santa Clara, Calif.-based Intel had signaled in October during its third-quarter earnings report that it expected a seasonally strong fourth-quarter, up from the $7.3 billion in revenues the company reported in the third-quarter. PaineWebber analyst John Lazlo reiterated his buy recommendation to clients Wednesday afternoon."This is not surprising, as the company stated it would have to scramble to meet better-than-expected demand early in the current quarter," he said. While some of Intel's PC customers might see delays in shipping some existing orders, all existing orders would be filled within the quarter, the spokesman said. Supply constraints would limit any further "upside" or added sales beyond previously contracted commitments of both Pentium and Celeron processors, as well as chipsets the company sells that come with pre-assembled memory chips, he said. "It will work itself out as we continue to ramp up to meet demand," Sullivan said, noting that the company had four fabrication plants that would pump out millions of Intel's state-of-the-art 0.18 micron Pentium chips this quarter. A fifth plant will be ready in the first quarter, he said. ============= Dell q4 end @ 30/1/2000 So y2k and chips supply problem will be over by the end of this year i don't see you have nothing to worry vg