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

To: Tony Viola who wrote (97615)	1/26/2000 6:02:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

Tony - RE: "300 million shortfall due to uneven receipt of semiconductor orders. Didn't say what kind of chips, but said they substituted in more expensive chips when they could get them." Seems like Intel earnings looked good because of the more expensive chips, but Gateway and Dell got the shaft. "demand is high, ramp is fine"

To: Tony Viola who wrote (97615)	1/26/2000 6:03:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 186894

Tony, one person doesn't believe it is Intel beta.siliconinvestor.com Besides If Niles has a source that told him Dell would miss, Niles wouldn't have pounded the table on Intel going to 150, if he knew Dell's shortfall was due to Intel.