Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.44

+0.7%

Nov 10 3:59 PM EST

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To: John F. Dowd who wrote (94001)	12/14/1999 8:32:00 PM
From: Road Walker	Read Replies (1) of 186894

John, re: "If we are component capacity limited how is it that today's concern is that every one is overstocked with components and hence next qrtr. will suffer?" Devils advocate again. Manufacturers over ordered in the expectation of great sales, but they couldn't get MB's, so they are overstocked in all other components. I know this is contradictory to the previous conjecture that the manufacturers are not ordering components because of a shortage in MB's. But I believe the analysts will always take whatever information is available, and figure out a way to make it a negative for Intel. Whatever it takes. John PS Sent you a PM as you posted this.

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