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To: Tenchusatsu who wrote (113483)10/13/2000 6:22:57 PM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
Tenchusatsu,

Imagine if Intel were demand-constrained instead of supply-constrained.

But Intel is demand constrained. Wasn't the revenue warning all about not enough demand?

Joe



To: Tenchusatsu who wrote (113483)10/13/2000 8:07:40 PM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: Imagine if Intel were demand-constrained instead of supply-constrained.

Intel had to warn due to order cancellations and is generally estimated to be sitting on 2 to 3 million unsold units.

Intel is demand constrained now. Where have you been?

Dan


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