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Technology Stocks : Intel Corporation (INTC)
INTC 40.13+2.0%2:58 PM EST

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To: wanna_bmw who wrote (153812)1/5/2002 5:32:55 PM
From: TGPTNDR  Read Replies (2) of 186894
 
Wanna, Re: <That's funny. Some of the AMDroids are predicting quite a bit more units from AMD.>

Why don't you try to do better?

Remember last Q when we talked about channel stuffing?

However, U.S. Bancorp Piper Jaffray's Kumar said the firm remained concerned about sales because retail inventory at important customers such as Hewlett-Packard and Compaq Computer was in excess of six weeks.

That's a 1/2 a Q of stuff.

Demand for Pentium 4 chips was two times higher than shipments in the quarter, Kumar said, leaving Intel to lament missed sales opportunities.

They'd have stuffed it more if they could have -- but they underestimated how stupid HWP && CPQ were WRT taking P4s.

news.cnet.com

That's one of the funnier stories I've seen around.

tgptndr
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