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

To: Proud_Infidel who wrote (104082)	6/6/2000 12:20:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Brian, this article quotes from Dan Niles about the Timna situation. No biggie to him, maybe a blessing like some have been saying: Lehman Brothers analyst Dan Niles said the impact of the Timna delay is probably not that significant given the current demand for Intel's mainstream processors. "Intel's big problem is not about manufacturing Timna this year, but can they manufacture, period," Niles said. Intel has been struggling to keep up with strong demand for Celeron and Pentium III processors since last year's holiday season. The Timna delay could free up enough capacity to help Intel avoid a similar crunch this year. "The fourth quarter is the period you want to make sure you have plenty of product," said Niles. "This actually is to some extent a blessing in disguise for PC makers." news.cnet.com I don't think JDSU has an E (+E) to put into a P/E. But, I know what you mean. Tony