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

To: Tony Viola who wrote (103487)	5/17/2000 6:44:00 PM
From: Road Walker	Respond to of 186894

Tony, re: "there are periods when you can do no wrong, and others when you can do no right" When does the "do no wrong" part start <g>? When I posted that, I was actually thinking about how the entire tech industry has become interconnected. One problem from any key manufacturer can ripple through to all the others. JIT intensifies. The shortage of all flash memory products is going to cause all sorts of problems going forward, especially for some of the cell phone makers, but also for digital cameras, MP3 players, etc. It's going to be an interesting second half with strong demand, and Mr. Greenspan, and component shortages trying to slow things down. Speaking of component shortages, any mention of supply constraints in the second half at the shareholders meeting? John