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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%Nov 25 3:59 PM EST

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To: Tony Viola who wrote (109638)9/11/2000 9:03:37 AM
From: Dan3  Read Replies (1) of 186894
 
Re: The Boswell Report

Tony, I'm skeptical about that report. I could see Intel increasing 67% over last month, since they had a quarter in which they had basically been chased out of the retail market - and no one expected that to go on forever.

But more than doubling last year's sales? Intel did OK in retail last year (remember that AMD was motherboard constrained at that time). Given the limited year on year increases in memory and hard disk production, they'd be hard pressed to achieve that kind of an increase - unless there has been a concurrent collapse in corporate sales, and I think that those have been pretty good, as well.

Do you have a link to the full text of the report? Do those numbers represent some obscure subset of the total?

Dan
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