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

To: nihil who wrote (62548)	8/16/1998 1:00:00 PM
From: dmf	Read Replies (1) \| Respond to of 186894

Report from local CompUSA: New Imac on display. No one was looking at it when I walked in and, while I don't know how many people glanced at it as I did, the display and store were pretty quiet at 8 pm on a Saturday night. Guess I need to add that this store is in Ridgeland, MS, on the outskirts of the big mall north of Jackson <vbg>. Not exactly the same sort of atmosphere as a Fry's in Silicon Valley. The surprise was all the "SOLD OUT" signs on Intel computers. Many 5 or 6 models?) of Hewlett Packard and Compaq desktops were sold out, PII300, PII333, & PII350, I think. PII400s were in stock. At least one, maybe two or three models (I didn't take notes!) were Celerons. I DID NOT see any AMD machines marked with a SOLD OUT sign. BTW When a salesman was steering a couple to the 300Mhz HP AMD machine, I asked how soon they would have the SOLD OUT machines back in stock, so there would be a better selection, and he said he was expecting some within a week. I'm hoping that couple and others will wait...of course we don't really know if the salesman knew what he was talking about. Hope that Intel is producing the RIGHT processor for the sweet spot in the right volume. This JIT gets tricky. Surely the box makers are beginning to realize that Intel is not going to make everything and sit on inventory to see what orders come in? FWIW thought I'd report that the shortage is reaching even the more remote outposts. dmf

To: nihil who wrote (62548)	8/16/1998 3:31:00 PM
From: VICTORIA GATE, MD	Read Replies (1) \| Respond to of 186894

nihil re<I know nothing about the PII chip shortage except what I read on shopper.com, but the PII300 is said to be the sixth most popular of 100,000 products and no store claims to have them in stock. techstore.com has a good price ($230) , no inventory > Chip brokers and distri-butors have noticed spot prices rising on 233-, 266-, and 300-MHz Pentium II microprocessors over the past weeks. At press time, Aliso Viejo, Calif.-based broker American IC Exchange noted that spot-market premiums ranged between 26% and 37% over Intel's fixed prices. vg we hope intel stock shortage next week