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Technology Stocks : Intel Corporation (INTC)
INTC 35.03-2.5%9:36 AM EST
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To: Process Boy who wrote (97666)1/26/2000 10:09:00 PM
From: kash johal  Read Replies (2) of 186894
 
PB,

Well yes, but I think Otellini has been too glib.

Frankly Gateway, CPQ, and now Dell have said that business corporate market is slow in Jan and likely feb as well.

The corporate market is v.large percentage of overall PCs.

This is IN DIRECT conflict with Intel which is stating record DEMAND.

I do think a blunt statement from Intel is required SOON. They could Ignore GTW but not DELL IMHO.

Or we will have a meltdown tomorrow.

Although I note that HP DID have a POSITIVE statement today.

regards,

Kash
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