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To: Tony Viola who wrote (34788)	11/17/1999 6:11:00 PM
From: kash johal	Read Replies (1) \| Respond to of 93625

Tony, Re:"otellini's statement" I believe it was to CNBC from the floor of comdex. I think it was yesterday may have been monday. I agree that this whole supply issue is FUD. In fact Intel delayed a celeron price cut as well a few weeks back - a sure sign of great demand. Also AMD stated that they were essentially sold out last week. How this can be bad news is beyond me. I still believe the coppermine launch has been flubbed by Intel - but worst case they will ship 2-3 million versus anticipated 4-5 million. The good news so outweighs the bad news is amazing to me and the interpretation is so skewed. Anyway I picked up a bunch of Dell at the close today - what a steal at 39 3/4. regards, Kash