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

To: Process Boy who wrote (96295)	1/14/2000 2:18:00 PM
From: Burt Masnick	Read Replies (3) \| Respond to of 186894

I have really wondered about this "low yield" crap. But I was a little timid about posting since the AMDroids and permabears were SO vitriolic with their perfect knowledge of the marketplace. Turns out they live in an alternate universe. I have seen for weeks and weeks and weeks and weeks adds for 733 MHz pentiums from local chains here on Long Island in both the daily and weekend full page sale adds. Just tons of adds for Pentium IIIs at all speed grades up to 733. But the 'droids and bears kept yelling yield problems. What I am guessing now is that the ramp curve is moving up a couple of nothches and is going to keep turning the heat up on the volume deliveries through the rest of winter and the spring. Should make for an interesting environment - although this is only the personal and home market as opposed to the business market.

To: Process Boy who wrote (96295)	1/14/2000 2:18:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

PB, thread, Joe Osha sighting (on CNBC). Just a 30 second blurb from him, along with 2 other semi analysts, on Intel. I think he's coming around. Joe's a cashz (casual dresser) guy, twice I've seen him, pretty young. Maybe Dan Niles has set the trend for chip analysts (young). They're piling on now, but nobody needs to throw any yellow flag. Tony