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Technology Stocks : Intel Corporation (INTC)
INTC 40.14-1.0%1:37 PM EST
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To: Harry Landsiedel who wrote (113318)10/13/2000 12:51:19 AM
From: SisterMaryElephant  Read Replies (1) of 186894
 
Harry,

<Another factor is that shortages lead to panic orders, which are often double orders and when capacity kicks in, some of these orders disappear. I believe this could be part of the reason for Intel's switch from bullish in the 2Q conference call to a revenue miss a couple of months later, when the "turns" business failed to materialize in late September and many double orders got canceled. The weak Euro just exacerbated the problem.>

Good observation, one that I missed.

I thought that the Just in Time and Build To Order models would overcome such problems, but I guess not. I hope you are right and this is temporary.

Regards.

SK
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