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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: Defrocked who wrote (27039)	4/17/2000 4:43:00 PM
From: MythMan	Respond to of 42523

>>INTC better deliver on earnings tomorrow and especially on the forward view from the CC.<< why? That stuff doesn't matter in this market.

To: Defrocked who wrote (27039)	4/17/2000 4:48:00 PM
From: Defrocked	Read Replies (1) \| Respond to of 42523

Oops. Spell checker change C to CSCO without me knowing it. Only 60% of top 25 are Tech. Also, here's the P/Es, which I know don't matter MythMan. WGT Cum% P/E CSCO 3.814 3.814 151 INTC 3.445 7.259 53 MSFT 3.311 10.570 47 ORCL 1.770 12.340 134 IBM 1.696 14.036 30 LU 1.446 15.482 49 T 1.246 16.728 21 NT 1.222 17.950 78 SBC 1.201 19.151 19 HWP 1.127 20.278 43 SUNW 1.123 21.401 97 AOL 1.108 22.509 217 TXN 1.070 23.579 76 EMC 1.065 24.644 113 DELL 1.048 25.692 71

To: Defrocked who wrote (27039)	4/17/2000 4:48:00 PM
From: Lucretius	Respond to of 42523

yep...

To: Defrocked who wrote (27039)	4/17/2000 5:24:00 PM
From: NickSE	Read Replies (1) \| Respond to of 42523

re: INTEL On Monday, April 17, 2000, Intel will most likely announce that they will not be able to supply the market with enough processors at least until June/July 2000. Talking to vendors in the PC market reveals a formerly unusual picture. Regardless if you are speaking to motherboard makers, system integrators or OEMs, they all complain about Intel's inability to supply processors. This may sound pathetic to the normal user, but it is a rather serious situation to the above-mentioned vendors. Each of those companies has made forecasts of how much product they are going to produce and ship and of course they are trying to meet them. Those forecasts seem to get destroyed by Intel's failure in supplying enough CPUs. A motherboard maker cannot sell motherboards, if the customer cannot get a CPU for it. The same is obviously valid for system integrators and OEMs as well. Only 60% of the Demanded Processors ... Several sources told me that Intel is currently only able to satisfy about 60% of the demand. The result for the vendors is pretty simple. They will either lose money or they have to move over to platforms for AMD's Athlon processor. This puts AMD in a great position, because they can easily take advantage of Intel's problems. At the same time AMD's Athlon is anyway cheaper and performing at least as good as Intel's processors. The only problem could be the chipset-supply for Athlon-based systems. Currently there is hardly an alternative to VIA's Apollo KX133 chipset. The vendors as well as AMD can only hope that VIA will be able to supply enough of those chipsets. tomshardware.com