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

To: EricRR who wrote (110999)	9/23/2000 3:46:08 PM
From: rudedog	Read Replies (1) \| Respond to of 186894

Eric - no question that the small players routinely get shafted when parts are short - that's true of Intel, and every other supplier. The big customers have more stroke due to their volume, due to long term commitments, and just due to their value as customers. But that does not explain to me how Intel went so suddenly from undercapacity to glut. are you saying they were forecasting demand from the little guys (or their distributors, who would have had orders in maybe) which did not come through? My sense is that those same distributors are where some of the big guys were going with their duplicate orders. I also believe there are still significant shartages in some key areas - and high revenue, high margin areas at that, like Xeon parts. So it looks like it was an error in mix forecast as well as the overall numbers. Or maybe they just can't make the Xeons fast enough, whatever the forecast was.