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

To: Road Walker who wrote (103830)	6/1/2000 5:21:00 PM
From: Joey Smith	Respond to of 186894

John, re:The question is where will demand be in early 2001, when the capacity you begin to build today is coming on line. I believe Barrett said something to the effect supplies will be tight at least for the next year, while he was in China a week or 2 ago. If we take him literally, that brings us to around mid-2001. I personally believe that certain key drivers will help keep Intel demand "good" for the next few years at least: Windows 2000, Internet infrastructure build-up, overseas computer demand (e.g. China, Latin America,,,). Unless Alan hits us with a nasty recession, that is ;-( joey