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

To: Paul Engel who wrote (95160)	1/6/2000 2:44:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

Paul, the manufacturing snafus are certainly unlike Intel, but unless there has been a personality transplant on the entire executive staff, the abscence of any preannouncement still indicates to me that Intel ran pretty near flat out for the quarter. Yup, there were shortfalls on high end Coppermines and the now-infamous chipset follies. But I am guessing that the factories did not lose the formula for producing oodles of processors for the quarter. I am personally guessing that they shipped well in excess of 32 million processors for the quarter. Having said that, they went into a market that could have absorbed 36 million or more processors. That's the shortfall. It is a far different thing to undermanufacture to meet wildly growing demand as opposed to undermanufacture due to crummy yields. So at this moment I am not worried about the earnings number for the quarter. Maybe they shouldn't have stalled the development of that Fab in Texas. IF AMD gets volume manufacturing going on its' high end Athlons, then the horserace truly begins. By high end I mean 800 and up. Dresden is still not producing, but I expect that the quarterly report will say that production is "just around the corner". Yeah, the news today is crummy. Gateway is justifiably pissed, at least from what is publicly known. Best wishes for a happy New Year. It certainly started out extra bumpy. Burt