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To: Tenchusatsu who wrote (42455)	5/17/2000 9:15:00 PM
From: Eric K.	Read Replies (2) \| Respond to of 93625

do you think Intel's supply constraints are going to last forever? I don't think Intel has supply constraints. I think it is relying on a five year old core that has been pushed to its maximal performance limits. Consequently, said company is not able to provide enough parts at the highest speed grades. There is no evidence whatsoever-- beyond Intel press releases and answers to difficult questions at analyst meetings-- of supply problems at 500-650 MHz. I think Intel has a new processor that is designed to operate at much higher speeds that will absolutely fix all of its so-called "supply problems." However, this processor has been delayed multiple times, and is, according to a one sentence statement half-way through Albert Yu's speech at the IDF in February, not available in volume (> 100 of ks) until 2001. I think the situation is quite simple, and quite different from the Intel party line. I will not argue it any further. You either believe Otellini and friends have some sort of duty not to lie and take their statements at face value or you believe they've come up with the most palatable explanation for the investing public. I don't think there is anything wrong with executives lying, btw. My opinion on supply is a matter of intuition and perception, which you can try to dismiss or disagree with. Please do not send me a post about "assumptions"-- as assumptions are the sole basis for making money in the stock market. People who make correct assumptions do better than the median; people who make wrong assumptions generally get mediocore returns. -Eric