Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

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Feb 9 3:59 PM EST

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To: damniseedemons who wrote (23322)	5/30/1997 5:23:00 PM
From: Barry A. Watzman	of 186894

You may have found the nail without quite hitting it. Compaq and Dell's chip purchases are presumably "American", even if they then sell the computers that subsequently use these chips in Europe. When Intel says that Europe is weak, it is not a statement that PC's aren't selling is Europe -- it is a statement that Intel is not selling chips in Europe. In other words Bull, Olivetti, Siemens, ICL etc. aren't buying chips. But European PC sales could be going through the roof -- except that the Europeans are buying Compaq, Dell and Gateway PC's, which, to Intel, are US North American Chip sales. Speculative, but it could explain seemingly contradictory statements from Intel and Compaq/Dell.

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