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: Paul Engel who wrote (62321)	8/11/1998 7:56:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

Paul/All, We all have heard of INTC chip shortages in the US, then Canada, and now Europe. Compaq comes out yesterday and says server demand will outstrip supply. All anecdotal evidence points to a surge in demand for high end chips. Could the Y2K factor be at play here? Here is another piece of the puzzle to mull over: Message 5466585 What about the scenario that many pointed out but many also poo-pooed: the fact that companies may upgrade instead of debug? Looks like this may in fact be coming to fruition, although it is certainly too soon to tell. BK

To: Paul Engel who wrote (62321)	8/11/1998 8:21:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Paul, "Perhaps it is possible that Intel has received excessive orders and demand for their product that outstrips their current inventory and short term production capability." Yes but is it due to a production problem resulting in low inventory or excess demand above normal? Jim