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

To: Paul Engel who wrote (92789)	11/18/1999 4:16:00 AM
From: Pigboy	Read Replies (4) \| Respond to of 186894

OT hey Paul, I've come in here every now and then and touted Fibre Channel. I think it is important with Intel bc from what I have gathered, Intel is interested in using FC with their Server Farms. Anyhow, here's the latest from George Gilder which I thought was an interesting read. I enjoy listening to him blab bc I think he's a pretty smart chap. Here, he pretty much sees Networked Attached Storage (NAS) as much more important than FC. Message 11950408 I wonder if you or Tony or Amy, Ibexx, etc... have opinions on this stuff? I'm just a simple pigboy but I think Gilder has got Fibre Channel way wrong bc to me it seems that nothing soon will displace Fibre Channel on the storage side and plans from EMC, SUNW, even Dell, IBM, others confirm this. Is storage gonna be dumb and dumber like Gilder wants to believe or will SANs (which offload data from the LAN/backup) be allowed to have some intelligence? Personally, I believe in the motto that 'truth lies in the middle ground' and I believe NAS and FC SANs will co-exist and grow abundantly (such as in the drawing plans of small companies like MTIC). Thanks for any thoughts. And I know you have kids who like to play vids. Check out the latest macromedia shockwave and play a version of the classic 'missilecommand' real time on your pc. pretty fun. shockwave.com cheers, pigboy

To: Paul Engel who wrote (92789)	11/18/1999 6:25:00 AM
From: puborectalis	Respond to of 186894

Thursday November 18 3:20 AM ET Intel Still Sees Q4 Demand Beyond Its Supply By Eric Auchard NEW YORK (Reuters) - Intel Corp (NasdaqNM:INTC - news). 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 (NasdaqNM:DELL - news)., 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. Other PC makers also slipped, including International Business Machines Corp (NYSE:IBM - news)., which gave up 1-1/2 to 93, and Unisys Corp (NYSE:UIS - news)., a maker of high-end PCs, was off 1-1/4 at 24-13/16. Gateway Inc (NYSE:GTW - news). fell the most, dropping 4-3/8 to 78 at the close, but volume was lighter than usual. All three trade on the New York Stock Exchange. Defying the selling pressure were Hewlett-Packard Co (NYSE:HWP - news)., which was set to report fourth-quarter earnings after the regular session close of trading on Wednesday. It was up 1-7/16 to 77-7/16 on the New York Stock Exchange. Compaq Computer Corp (NYSE:CPQ - news). also defied the trend, gaining 1-11/16 to close at 23-3/8, and was the most heavily traded issue on the NYSE. Earlier Wednesday, Compaq introduced its first supercomputer using its Alpha line of microprocessors, moving the company into the market for machines that crunch some of the toughest scientific and commercial problems. In addition, Compaq issued an advisory saying it planned to hold a news conference on Thursday morning with a ''leading global communications and solutions provider'' to announce details of a groundbreaking pact aimed at a high-growth segment of the information technology marketplace. Senior executives from both Compaq and the second company would participate. A spokesman was not immediately available to comment.