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Technology Stocks : Intel Corporation (INTC)
INTC 43.48+8.6%Dec 2 3:59 PM EST

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To: MONACO who wrote (92673)11/17/1999 11:53:00 AM
From: Harry Landsiedel  Read Replies (1) of 186894
 
MONACO. Re: "Would this mean they are having a great Q that would have been even better..." Yes I think it does. It also means there won't be much chance of "channel stuffing" in the 4Q, which means 1Q should not be a "famine" after the "feast". Consequently, I don't see a problem for the bottom line, but would also doubt that Intel would preannounce significantly better earnings.

It also means that Intel's best customers will get the chips and the 2nd tier mfgers will have to wait.

All and all a good situation.

HL
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