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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%Nov 13 3:59 PM EST

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To: jmac who wrote (89312)10/2/1999 11:14:00 PM
From: Dan3  Read Replies (1) of 186894
 
Re: You have a problem believing me?

Sorry if I was obnoxious, I'm in a funny mood tonight, working on a project and bouncing back and forth between that and SI.

Did you happen to get a chance to ask if they'd gotten some or many in and just sold out? That seems to have been the case at some stores. Evidently Best Buy sells relatively few high end machines (most of those retail sales usually go to Dell or Gateway) and the demand for the Athlon machines at their current price point has been a surprise to Best Buy. They initially ordered only a few - something like 6 per store, and have been increasing orders as sell through continues.

I wonder if the ones that really get hurt by this could end up being Dell and Gateway - high end customers are returning to storefronts and could get out of the direct mail habit.

Dan
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