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Technology Stocks : Intel Corporation (INTC)

INTC 37.41

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10:24 AM EST

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To: Michael Bakunin who wrote (93256)	12/1/1999 2:50:00 PM
From: Road Walker	Read Replies (1) of 186894

Michael, Correct me if I'm wrong, but wasn't the PC Data information just for October? And wasn't it counter to the trend in retail, which has been up all year? I suspect that retail sales would decline just prior to the Christmas buying season. On Tech Data, their earnings didn't meet expectations, but their REVENUES increased from $3.28 billion to $4.38 billion. I wouldn't interpret that as an industry slowdown. John

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