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To: Diamond Jim who wrote (95085)1/5/2000 7:52:00 PM
From: jmac  Respond to of 186894
 
Unfortunately, I am not sure that not being able to keep up with demand will alow Intel to beat expectations this quarter. I think we have heard this before. Bottom line is Intel needs to ramp up faster and get more chips out there. Now, the problem may be that they get ramped up but demand may slacken off. I wouldn't want to have to be the person who decides how much of what to make. You never can get it right.



To: Diamond Jim who wrote (95085)1/5/2000 7:58:00 PM
From: Tenchusatsu  Respond to of 186894
 
Diamond, <Aren't they re opening a plant in Oregon? Ii think this demand has caught them by surprise,>

That reopened fab is for Flash memory, specifically 0.18u Flash products. Not exactly the kind of demand you were thinking about, but it's still more money in the pocket for Intel.

Tenchusatsu


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