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

To: Process Boy who wrote (97666)	1/26/2000 10:09:00 PM
From: kash johal	Read Replies (2) \| Respond to of 186894

PB, Well yes, but I think Otellini has been too glib. Frankly Gateway, CPQ, and now Dell have said that business corporate market is slow in Jan and likely feb as well. The corporate market is v.large percentage of overall PCs. This is IN DIRECT conflict with Intel which is stating record DEMAND. I do think a blunt statement from Intel is required SOON. They could Ignore GTW but not DELL IMHO. Or we will have a meltdown tomorrow. Although I note that HP DID have a POSITIVE statement today. regards, Kash

To: Process Boy who wrote (97666)	1/26/2000 10:34:00 PM
From: Road Walker	Respond to of 186894

PB, re: "I know some people would love the situation to be more than it is, but the simple fact of the matter is that Intel just can't ramp fast enough." That's exactly what Intel needs to explain. GTW is one thing, people can say Ok, Intel may have problems but it's probably at least part Gateways problem. But Dell is the confirmation, and people like to over-react. Admitting that Intel has, or better yet HAD, a problem meeting demand is not one of those things a company wants to do. But silence is worse, it leaves a void that can be filled with all sorts of speculation. I hope the good folks at Intel make a statement to put this behind them. It's in the best interests of both Intel and Intel's customers. John

To: Process Boy who wrote (97666)	1/27/2000 2:19:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

PB, From my perspective, demand is incredible across the board for uP's. I know some people would love the situation to be more than it is, but the simple fact of the matter is that Intel just can't ramp fast enough Intel can't? Preposterous. Don't you just pour tons of sand into one side of a machine and microprocessors come out the other, all tested and binned? Intel is not supposed to ever screw up, don't you know. Actually, the above is probably not far from popularly accepted thinking. Tony