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Technology Stocks : Intel Corporation (INTC)

INTC 37.51

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3:59 PM EST

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To: Tony Viola who wrote (44679)	1/10/1998 1:34:00 PM
From: Harry Landsiedel	of 186894

Tony Viola. Re: Adaptec. Good post. Could part of their problem also be due to BTO which will shrink inventories of finished goods in the channel until a balance is reached. BTO IMHO will hurt the "component" suppliers until the slack is removed from the system. Also, as the big 4 gain share at the expense of the 2nd tier, it will also create short-term inventory dislocations, as the 2nd tier thinks sales will be higher but are brought up short by reality. Intel has stated that BTO has cost them an estimated $750 million in revenue, I believe. Couldn't Adaptec be vulnerable to just this type of correction? HL

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