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

To: Amy J who wrote (97687)	1/27/2000 5:57:00 AM
From: Steve Lee	Respond to of 186894

Amy, Demand is high for CuMine/Rambus systems, which is where the component shortages are/have been. 450 Celerons are/were also in short supply So my guess is that general demand may fall off during Q1 but Intel and its customers are still flat out trying to satisfy orders for top end and celerons for the home market.

To: Amy J who wrote (97687)	1/27/2000 7:42:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Amy J, re: disconnect Another part of the equation is the "recovering" Asian market. Large growth in those markets, coupled with good growth in Europe and Latin America, could be taking up slack from domestic corporate sales. This would barely show up on Gateway's projections, and have a limited effect on Dell's results, but could have a significant impact on Intel's unit sales. I wouldn't want to be on the committee that decides where the chip allocations go, domestic or overseas. John

To: Amy J who wrote (97687)	1/27/2000 12:17:00 PM
From: Gerald Walls	Respond to of 186894

Other PC-makers, like Gateway (nyse: GTW) and Hewlett Packard (nyse: HWP), are also suggesting sluggish sales in the first quarter. All in all, bad signs for Intel (nasdaq: INTC), a key chip supplier to the PC market. Isn't it interesting how all the pundits point to the "bad signs" for Intel when Intel has already said that they couldn't make chips fast enough over the last quarter and that they expect to barely catch up by the end of this quarter? Where's the bad sign in that?