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

To: Paul Engel who wrote (94303)	12/19/1999 2:47:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Paul and thread, re: "They are NOT going to wait until there 1.5 Million in the "channel" and every PC OEM has 10,000 units on the shipping dock." Maybe I'm missing something, but I don't see anything negative in this change. Financially, it will improve turns, lower inventories, IMPROVE EARNINGS. It seems to be a fact of semiconductor manufacturing life that yields are low in the early stages, expand as time goes on. Is this a dark secret that manufacturers are trying to keep from the end user? Come clean, announce the product and say supplies will be limited for 60 days (?). This approach will add value to the product, as all products are positively affected by short supply/long demand, and by the perception that everyone can't get a Pentium III 800 MHz. Sounds like a good thing to me, unless there is something in the Intel corporate culture that makes this approach very uncomfortable. John