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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: Kushi Kullar who wrote (137647)6/19/2001 10:08:11 PM
From: Windsock  Read Replies (1) of 186894
 
Kushi - Re:"Is'nt most of the demand "just in time" these days?"

You are absolutely correct. So you can't "stuff the channel" by shipping to Oem's.

You also can't stuff the disti channel because Intel places the sales to disti's on a Current liability line -- Deferred on shipments to distributors -- until the product is actually sold to customers.

The concept that Intel "stuffs the channels" demonstrates the ignorance of Osha. He doesn't know how the industry he analyzes works.
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