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

To: willcousa who wrote (109874)	9/14/2000 12:50:02 PM
From: Harry Landsiedel	Respond to of 186894

willcousa. Re: "So long as intel is not having production problems the fact that the marketplace is clamoring for more than they can get should not hurt intc's earnings." Good point. I hope we're right, and the rumors of production problems are just that. It could be some misintrepretations over a mix shift. The other thing is Europe could be not picking up seasonally. Everybody had a soft 2Q and the sinking Euro makes computers more expensive. IBM's #'s have been lowered on that basis. So there may be a demand problem in one area and supply problems in others. Here are a couple of URL's to a recent speech by Capellas where he is optomistic about long term demand: Message 14379617 Message 14379632 HL