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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST
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To: AK2004 who wrote (137719)6/20/2001 11:27:05 AM
From: Tenchusatsu  Read Replies (1) of 186894
 
Albert, another thing you might want to consider. If it's true that Intel's customers really are building inventory, they'll have to sell it off in Q3. Guess what? Inventory eventually gets sold off. Whether it's Q2 or Q3, the net effect is more sales of Intel-based products, and in a demand-limited market, less sales of AMD-based products.

I'm sure reality will hit once AMD misses estimates. Oh wait. AMD is below 25 now. Maybe reality is hitting already.

Tenchusatsu
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