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

To: Joe NYC who wrote (106200)	7/26/2000 12:12:29 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 186894

Jozef, <If the prediction that the demand will outpace the supply in Q3 and Q4, it's a non-brainer. If the supply catches up, then we can argue.> I don't know. Six billion from Intel to increase capacity? I think it's a given that supply will eventually catch up with demand. It's simply a question of when. <AMD will be able to sell all the microprocessor they make, the only question is at what prices.> No doubt about it, AMD (and any other chip maker) will need to sell all they can make, even if the prices have to be lowered to break-even levels. Perhaps this is the "price war" doomsday scenario that Joe Osha was talking about. Tenchusatsu