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

To: Tony Viola who wrote (97630)	1/26/2000 6:42:00 PM
From: kash johal	Read Replies (2) \| Respond to of 186894

Tony, Just listened to Mikey: 1. Number 1 problem was y2K. Both Jan and likely Feb very soft. 2. There were product shortages and transition problems. RDRAM/cumines parts advertised and no product due to problems. 800Mhz parts were now the only ones short. Stated that for consumer biz shortage of 450's had to offer 500's with no price relief from Intel. 3. As far as looking at AMD Said nothing to announce. No rash moves. Any move would be consistent with long term partnering blah blah blah. 4. Laptops,Consumer and small biz and servers were all doing very well. Overall, they seemed very subdued. Mentioned 2nd quarter in row with pre-announced and were'nt happy with that. Said they were gonna get agressive to capture top -line sales. Also wanted to lower expectations so they can manage biz. Said a $25Bn biz now growing at 30-40% becoming more difficult to manage. Stated no real change in strategy with BTO. Normally they win when product transitions happen as they have high volume of leading edge parts. Now my comments: No AMD win here any time soon IMHO. The Cumine/RDRAM situation clearly didn't help very much. regards, Kash

To: Tony Viola who wrote (97630)	1/26/2000 6:44:00 PM
From: Road Walker	Respond to of 186894

Tony, My guess is that it's Intel that was Dell's problem. When they said "new" products, that sure sounds like microprocessors. You've got the GTW warning as additional evidence, THEY didn't mention any other semiconductors. It's OK with me. I bought Intel leaps at the close, and will continue to average in if we move down over the next days or weeks. As someone said in a previous post (Barry?), this is a high class problem, demand exceeding supply. It leads to higher gross margins and higher sales, and a higher stock price if you have a little patience. Is Dell having a conference call? John