Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.91

-1.4%

3:59 PM EST

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To: JRI who wrote (95596)	1/11/2000 8:07:00 AM
From: GVTucker	Read Replies (1) of 186894

JRI, RE: Who is (winning)...buying these chips from Intel (in such large supply?) One thing to remember is that DELL's quarter ends in January. Thus, there isn't a true direct relationship as with the other boxmakers. It seems to me that DELL is behind the curve right now, and is working very hard to make its quarter with a huge January. (Remember also that unlike the other boxmakers, December is not a big month for DELL.) So I'd guess that the volume isn't going to DELL. (Caveat: as you might have noticed from the DELL thread, I am not a big fan of DELL management, and haven't been a big fan of the stock for a year or so now, so I am certainly biased when it comes to DELL.) I'm guessing the volume went to the major retail players--CPQ and HWP. It's the only thing that makes sense to me.

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