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

To: kash johal who wrote (100245)	3/4/2000 3:32:00 PM
From: steve harris	Read Replies (2) \| Respond to of 186894

kash, check this out dell.com Demand exceeding capacity. Yields are good, ramp is fine. We are capacity constrained. Intel IABG earnings should go thru the roof for 1Q. Keep up the good work Intel! steve

To: kash johal who wrote (100245)	3/4/2000 6:07:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Kash, <Well lets see how hogwash AMDs intro will be.> Kind of makes me wonder what the standard of judgement is here. Some people on the AMD thread think that PriceWatch.com relates directly to speed bins, despite the fact that the "grey market" provides only part of the picture. I predict Intel will ship more 1 GHz Pentium III's than AMD in the next three months. But AMD will probably have their GHz processor hit PriceWatch first, and everyone on the AMD thread will claim victory. Oh well. This race to 1 GHz is all about hype anyway, much like a typical presidential campaign. As someone else mentioned, it's all about the perception of reality, rather than reality itself. Tenchusatsu