Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (105418)	4/14/2000 6:11:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1588624

Tenchu, Looks like Intel will be supply limited through all of Q2 as well \Any insider comments? theregister.co.uk Bill

To: Tenchusatsu who wrote (105418)	4/14/2000 9:03:00 AM
From: Scumbria	Respond to of 1588624

Ten, Considering that Intel was supply-limited throughout all of Q1, I doubt it. I can't explain the reports of a weak business market. All I know is Intel's same old story: Demand is good, ramp is fine That may be true, but most of the CPU's Intel is selling are at the lower end of the price scale. 700 MHz doesn't bring much money anymore. Scumbria

To: Tenchusatsu who wrote (105418)	4/14/2000 10:43:00 AM
From: tejek	Read Replies (2) \| Respond to of 1588624

Considering that Intel was supply-limited throughout all of Q1, I doubt it. I can't explain the reports of a weak business market. All I know is Intel's same old story: Demand is good, ramp is fine. Tenchusatsu Considering that Intel was supply-limited throughout all of Q1, I doubt it. I can't explain the reports of a weak business market. All I know is Intel's same old story: Demand is good, ramp is fine. Tenchusatsu, Since several very creditable companies like MSFT and GTW have now reported that business pc's were down in Dec. thru Feb., does that not put into question the supply constrained issue at Intel? I am not saying that Intel isn't supply constrained in certain areas but not in all areas. Just curious what you think now. ted