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

To: Tony Viola who wrote (97609)	1/26/2000 5:36:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony re: "Dell said the parts shortage caused $300 million in lost sales, primarily of newly introduced consumer products." Sounds a little like Coppermine. But who knows? John

To: Tony Viola who wrote (97609)	1/26/2000 6:31:00 PM
From: Jim McMannis	Respond to of 186894

RE:"Are they being nice to their buddies at Intel, by not calling a spade a spade? Conf. call coming on CNBC. Let you know what they say. So you like the Packard Bell Gateway, huh?"... It was well known that DELL was having to pay premium DRAM prices early in the quarter. So I suspect that was something to do with it. Intel may be giving first choice of Coppermines so maybe Mikey D. is candy coating it a little,. Actually, The Gateway Athlons fit very nice price points. They still feature the Pentium IIIs in the higher end computers. Again, it looks like Intel looked out for no. one and it's shareholders this quarter. A company very loyal to it's shareholders and its profit line. Probably another buying opportunity coming up... Jim