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

To: Road Walker who wrote (110953)	9/23/2000 8:08:29 AM
From: Henry Niman	Respond to of 186894

Danny Lam of FHI Research and Dan Scoval of Needham make case for AMD in thestreet.com netcog.com

To: Road Walker who wrote (110953)	9/23/2000 2:41:34 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

John, below is the most plausible explanation of what happened I've seen, from Rudedog on the Dell thread. I might add that the double and triple ordering wouldn't have happened in the first place if Intel had had the manufacturing capacity in place to meet the uptick in demand. Or, maybe their yields or binsplits weren't up to snuff. In any event, sounds like their customers freaked and did multiple ordering. Whatever, it sounds Intel specific. AMD apparently had enough capacity to meet their (much smaller percentage of total of course) demand. Good news is that the situation in Europe might not be horrible overall tech wise, just Intel, that's all. :-( Still, Niles also said somewhere else 'who's going to think about buying a PC when they can't even get gas.' We'll see. To: TigerPaw who wrote (161030) From: rudedog Saturday, Sep 23, 2000 12:40 PM ET Reply # of 161033 TP - no, this was something different. Because of processor shortages, vendors were ordering through multiple suppliers. As supplies started to come through, they cancelled the redundant orders. In the case of Europe, they even cancelled the primary orders in some cases. As a result, Intel had an unrealistic forecast as they showed both the primary and redundant orders as demand.