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

To: Road Walker who wrote (92713)	11/17/1999 2:36:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"You chose to believe Mr. Osha and get out of Intel. I would rather not depend on the analysts, as I think their motives are sometimes at odds with the retail investor. My take on this is that there is very good demand, more than Intel fabs can meet. And so I remain long Intel in my trading account (as well as my investment accounts). What is your take, based on "reading between the lines"?"... My mistake was waiting until OSHA issued that warning and leaving a few dollars on the table. I surmised weeks ago that Intel was having problems and spelled them out on the AMD thread where some Intel faithful passed them off as crazy. They turned out to be true. What's my take? Well, we know now about the problems Intel has had with the Floppermine launch, That there is a shortage of chips, chipsets, motherboards etc.. I think the Athlon taking the Mhz and performance lead from Intel caused Intel to scramble, enabling us to see some cracks in the foundation so to speak. Intel is choosing to announce things they normally wouldn't have to until they got more volume in the channel. I doubt they would have announced 700-733Mhz speed grades this early. The one big mistake I see is not having a full featured 133 MHZ chipset ready now. They obviously got caught with there pants down with the RAMBUS problems. I don't think Intel is lying but they are choosing their words well, hoping that as time goes on the shortages will work through with minimal damage to there customer loyalty. They are probably holding their breathe on that one. Intel people here seem to be hoping for the best, rationalizing the fact that Intel is having trouble meeting demand by saying that demand is very high. My main concern is what all these delays and shortages are going to do to ASPs in Q4 and whether Intel has time to make up for lost time and pull out the quarter. Again, I see most people here wanting to believe that tremendous PC demand will bail Intels bottom line out this quarter. Just seems to me that they lost a month or two during the best sales quarter of the year. My other main corcern going forward is the cost of RAMBUS. How long will it take to drop in price and be plentiful. How will the industry accept RAMBUS hard soldered to a motherboard? At the least I think the Christmas season is pretty much lost for RAMBUS. Intel needs RAMBUS to compete with Athlon....and RAMBUS really isn't there yet... Jim