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Technology Stocks : Intel Corporation (INTC)
INTC 37.24-2.8%Nov 6 3:59 PM EST
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To: Paul Engel who wrote (133043)4/20/2001 3:07:26 PM
From: greg s   of 186894
 
Paul & Amy,

Also from Amy's summary, "return" was "turns", as I recall. (No complaints, Amy, you did a great job. I'm amazed that you captured as much as you did in a real-time effort!):

However, they both stressed that sales to their distribution channels were strong (but they didn't say if that was a March-only thing, though I would believe it was) and when asked why they felt it bottomed, Bryant listed 3 things (strong sales to disty as leading indicator, return, customer inventories not high when exiting the quarter).

greg
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