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

To: Saturn V who wrote (182443)	10/22/2005 12:47:11 PM
From: Lizzie Tudor	Respond to of 186894

One day the world will run out of the excess fibre optic capacity installed during the dot com boom. And that is going to happen in the next 18 mos, as soon as the free wifi initiatives get going and all the television shows move to the web which is already starting. Thats a double whammy, about double the online broadband usage as today (or more) plus excessive bandwidth requirements for the video.

To: Saturn V who wrote (182443)	10/28/2005 6:41:55 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Saturn, Leave it to Apple to scew up the industry's chain supply just when one expects things to get better for Intc - one hopes this doesn't negatively impact Intc, but if so, can't Intel act aggressively so their sales aren't artificially reduced by Apple's strong-arm tactic? Apple has teamed up with Samsung (an Intel competitor) to hog available supply of flash memory, as a way to squeeze out their competition (that assumingly have Intel chips inside?) "Apple has created a major shortage of the flash memory chips" "Apple would buy as much as 40 per cent of Samsung’s output" I think Microsoft, Intel and the OEMs should help Sandisk step-up its production. news.ft.com Regards, Amy J PS Apple's v-pod isn't available until November due to demand production mismatch, though one can get it directly from Apple