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

To: Road Walker who wrote (92806)	11/18/1999 1:56:00 PM
From: NITT	Respond to of 186894

re: "Seriously, maybe someone who is familiar with MP manufacturing can give us an idea of how flexible production output is." It's not just about how many CPUs can be squeezed out. It's that plus how many chipsets, motherboard, graphics controllers, etc, can be brought together or at least committed to OEMs in order to assure a system can be built and sold. Intel has to spend a lot of effort making sure all of the pieces are in place, or they just build CPU inventory until the last piece of the system is in place. In a perfect world (for the Intel investor) every upside CPU Intel could get out the door would have a socket or slot in an almost ready to ship system. The reality is all the players in the supply chain are scrambling to get as close to this as possible. Also, competitors in this chain will all be very self serving, this makes it harder to manage things..., but it puts Intel right in the middle as far as having arguably the best visibility. Nitt