Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (148400)	12/2/1999 9:17:00 PM
From: Buckwheat	Respond to of 176388

Jim and Bill, I found this buried in an article on the Register: [[Three weeks ago, we reported that one of Intel's most loyal customers, one of the top two in the notebook arena, was only given a few days notice of the introduction of mobile Pentium III Coppermine chips, when it usually received samples months in advance. Notebook machines, unlike desktops, demand a strict qualification and testing, and also require careful customisation of motherboards. A day after Intel announced the Coppermine family, we were able to reveal that the mobile Pentium IIIs were unlikely to be available in any quantity until Q1 2000 at the earliest. HP finds itself in the same boat as other tier one vendors, and not just on notebook devices.]] Looks like the Mobile PIIIs are in just as short of supply as the desktop models (coppermines). I think I will re-evaluate my thoughts on investing in Dell in the near-term. Maybe I should sit on the side-lines this quarter. Buckwheat