Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gary Ng who wrote (43803)	1/4/1998 2:45:00 AM
From: Barry Grossman	Respond to of 186894

Gary, Good afternoon to you in HK! They are buying now and the lower prices that Greenspan is talking about haven't reached our shores yet. What I am saying is that the lower priced components that we will be seeing in 1998 will accelerate the move to the PII. I seem to recall that there was a time last year when Intel was at capacity for their high-end chip because demand was exceeding supply. I believe this was 1Q97, if I remember correctly. This also corresponded to Intel's high earnings quarter in 1997. If lower component pricing pushes demand fast enough, this may happen again (demand may exceed supply). Barry