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.

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

To: Tony Viola who wrote (103649)	5/25/2000 12:09:00 AM
From: chic_hearne	Read Replies (2) \| Respond to of 186894

Re: If the price were right, they'd probably make chips for Sun. Tony, I doubt it, one of two things would have to happen. 1) IBM would have to exit the server business 2) IBM management (all of it) would have to change SUNW and IBM have gotton very personal lately. McNeely bashes IBM at every chance, IBM does the same to them. McNeely has really made us look like fools over the past few years. IBM management thinks it's time for payback because our technology has leap frogged them and thiers is really in disarray. You should see the propaganda they feed us. I'm sure it's just as bad at SUNW. At this point, I think IBM management would rather lose money over a personal vendetta to SUNW than license them a good technology. About the 3rd sentance into the first piece of literture I read about SOI stated we wouldn't be licensing it to people such as SUNW. It's gotton that personal. When McNeely speaks, trust me, we all hear his mocking of IBM. Personally, I don't think McNeely knows what he's got himself into. OTOH- Intel seems to be one of our best friends. chic

To: Tony Viola who wrote (103649)	5/25/2000 8:31:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, Good or bad news? Thursday May 25, 6:37 am Eastern Time Intel head sees 12-mth short supply NEW DELHI, May 25 (Reuters) - Computer chip maker Intel Corp (NasdaqNM:INTC - news) expects a short supply in the industry for another 12 months as components run short, its president and chief executive officer Craig Barrett said on Thursday. ``There is nil balance between supply and demand,'' Barrett told a news conference in response to a question on the semiconductor industry and added that investments made to address the shortage will continue for a while. ``I'd expect some shortage of components for the next 12 months or so,'' said Barrett, who is on an Asian tour in which he has focused substantially on emphasising the company's emerging profile as a maker of chips for networking computers and appliances that will help the Internet and communications. ``We plan to have our communications and networking business grow at 50 percent a year between now and 2003,'' he said, adding that networking products currently accounted for around $2.0 billion in sales and communication products around $1.0 billion. Intel's stock surged $7- to close at $117- on Wednesday after it said it would spend $2.0 billion over the next three years to boost the number of chips it can make at its New Mexico plant. The announcement reversed a fall on the Nasdaq but Barrett shrugged off the linkage between the market and the announcement. --------------------------------------------------------------------------------