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

To: Road Walker who wrote (104280)	6/9/2000 8:55:00 AM
From: Dan3	Respond to of 186894

Re: First, don't underestimate corporate 4th quarter sales, they are very strong. Second, a looming memory shortage... Good points. Although INTC will be facing some competition in the corporate sector during the period, pretty much for the first time. If a major memory shortage has everybody's CPUs chasing a limited number of available RAM-equipped boards, ASPs would drop even more. Historically though, I think the main effect is that each system is shipped with less memory, rather than a big drop in total systems. We're also entering the next memory generation where each typical PC may consume 4 256 Mbit die to get 128 Meg of DRAM instead of 8 64 Mbit die to get 64 Meg of DRAM. The same number of wafer starts would support twice as many PCs. But right now, as you pointed out, DRAM prices are heading up fast. Regards, Dan