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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (34053)	2/5/2000 8:45:00 PM
From: Gottfried	Respond to of 70976

Brian, I meant demand/supply for a stock - not for chips. G. [end]

To: Proud_Infidel who wrote (34053)	2/5/2000 11:34:00 PM
From: Guy Gordon	Respond to of 70976

RE "CPQ, DELL, GTW etc all saying they are going to miss the Q because they cannot get enough chips," Do not take this at face value. First, it might just be an excuse. But more importantly, these companies are saying that they cannot get enough of a specific Intel processor speed. (I think it was the P-III-750). This does not translate into a general shortage of semiconductors and a huge demand for semi equipment. That demand is there, but this ain't the reason.