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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (52141)	3/8/1999 4:56:00 PM
From: D. Swiss	Read Replies (2) \| Respond to of 97611

It must be good news if he is going on CNBC? :O) Drew

To: Elwood P. Dowd who wrote (52141)	3/8/1999 4:57:00 PM
From: Jimbo Cobb	Respond to of 97611

AMD problem is YIELD not DEMAND....means the bad news is AMD-specific...they just simply can't maufacture enough good parts.... INTC is the king of semiconductor manufacturing... This just means more box-makers will have to buy more INTC chips because they won't be able to get enough AMD chips... MORE GREAT NEWS FOR INTC !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! YES !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! GO INTC !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Jimbo.