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Technology Stocks : Intel Corporation (INTC)

INTC 35.75

+3.6%

Nov 24 3:59 PM EST

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To: AK2004 who wrote (129625)	3/8/2001 11:38:13 PM
From: tejek	Read Replies (1) of 186894

I made an assumption that cisco (example) would buy units that they need from amd at discount to amd flash price. They would not buy no matter what. Decrease in their demand would be reflected in amd's returns. But it also prevents it from switching to the other supplier with an extra inventory. The reduction in demand and prices does affect amd's bottom line but the fact that bargain shopping is somewhat restricted is reducing volatility. Albert, My sense is is that because of ongoing component shortages, the CSCOs of the world intentionally overbought in 2000 and unexpectantly everyone came throught as demand began to fall off. The result was that inventories built up significantly by year end. In light of that scenario, I am not sure CSCO et al need any flash from any of their providers. I say that because everyone of CSCO's primary component suppliers....AMCC, PMCS, etc are warning now when just a month and half ago they said business was great. I hope AMD is not in the same straits over its flash business....but I will not be surprised if it is. ted

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