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


To: Road Walker who wrote (92683)11/17/1999 9:51:00 AM
From: dmf  Read Replies (2) | Respond to of 186894
 
Amy, John and all: Re: Demand

What impresses me is that Intel is having trouble keeping up with Pentium III demand as well as all Coppermines.

I can't see any way that the PIII shortage is anything other than great demand as THAT ramp isn't that new.

BTW, I liked Otellini's characterization of Intel's recent directions as taking advantage of obvious synergies rather than an attempt to diversify out of fear.

The CNBC interview was live yesterday. I have to admit I liked the cool, matter of fact manner of addressing questions. Twas a nice change from breathless hype.

dmf