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

To: Elmer who wrote (74442)	2/25/1999 3:44:00 AM
From: Amy J	Respond to of 186894

Re: "Analysts said [Intel's] capacity constraints were unlikely to affect Intel's ability to win new designs." Really? This situation sounds severe enough to require redesigns, so Intel will potentially lose new design wins. A product design team cannot wait 6 months before there's a reliable supply. Nor can investors. Nor can F500 customers who are scheduled to receive prototypes, which were suppose to be built with Intel components! Once a product-line is redesigned, Intel could most likely and unfortunately be outside. Re: "however, the chip is seen as key to Intel's future success in the embedded RISC market. At the conference.... No new StrongARM products were announced" I now sort of wonder if that's because there's another semiconductor company who has bet the farm on this market segment? Intel's nearly exclusive focus on the high-end market is potentially creating a rather difficult situation for itself on the low-end. Amy J