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Technology Stocks : Intel Corporation (INTC)
INTC 36.34-0.1%3:59 PM EST

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To: Road Walker who wrote (136966)6/8/2001 7:44:57 AM
From: Amy J  Read Replies (2) of 186894
 
Hi John, RE: "This was Osha's attempt to ask if they were stuffing the channel. He asked if Andy thought customers were ordering to build products, or to build inventory. Andy said there was no way to know, but that all the customers knew that Intel could ship immediately, so it would be very strange if they were building inventory.
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It would be strange. Components continue to be plentiful.

The only sector that might even have a remote possibility of building inventory would be the communications sector (and for the exact opposite reason that one would normally expect and think), but not components from a company like Intel where component supply is reliable.

Regards,
Amy J
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