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Technology Stocks : Intel Corporation (INTC)
INTC 36.54-2.0%11:59 AM EST

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To: Michael Bakunin who wrote (93256)12/1/1999 2:58:00 PM
From: Tony Viola  Read Replies (2) of 186894
 
Michael,

I'm still not sure, but PC Data reported negative YOY retail PC revenues, and Tech Data just warned.

Could it be because on-line sales are taking share away from retail? The e-tail (or whatever they're called) companies are claiming big time gains over last Xmas. Michael Dell was very bullish yesterday also. Capellas of CPQ was also this morning.

Tony

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