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

To: xstuckey who wrote (100955)	3/16/2000 6:59:00 PM
From: Process Boy	Respond to of 186894

xstuckey and Thread - Link to Sharkey's Weekly CPU Prices Update thingy, and pertinent comment from Intel reported. sharkyextreme.com ========================================================== Sharky's Comments The two new 1GHz arrivals that we reviewed last week won't be on this list for quite some time. If you're looking to purchase at the 1GHz level you're going to have to be prepared to buy a whole system from the likes of HP, Dell and IBM. There are however a few more skews on the way, which we'll let you in on very shortly (NDA's etc?). Having trouble finding any high-end Pentium III's this past few weeks? We asked Intel for a comment and got this response, "High demand. OEMs are taking a lot of high speed Pentium III's right now. We hope to get more high speed P3P's into the reseller/boxed channel in March. Rest assured that we are shipping millions of CuMine's this quarter (many more than last quarter, and we shipped millions in Q4'99). Demand is hot on chipsets, Celerons, and I hear Flash availability is tight as well. Dell is evidently shipping lots of Pentium(R) III -800 boxes, some with NVIDIA's Quadro--a very awesome box! On the Athlon front, we've had little or no trouble finding CPUs. However, there was a report on CNET last week that hinted towards possible 'saturation' in a very 'hot' market. Either way the "MHz war" has not only hurt the end user (at least those of us that bought at the higher price) but evidently could put the likes of AMD a few pennies out also. ========================================================== PB

To: xstuckey who wrote (100955)	3/16/2000 7:01:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

X, Intel revised guidance In the last three years, Intel has not revised guidance this late in the quarter. They seem to have pretty good anticipation of the business, so I wouldn't expect a announcement at this late date. I'm also not sure that Intel hasn't changed it's policy about revising guidance. Last quarter they handily beat estimates, yet no revisions. I think that in years past, last quarter results v. guidance would have warranted a revision. John