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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 (137747)6/20/2001 1:27:45 PM
From: Tenchusatsu  Read Replies (1) of 186894
 
Albert, <ok, then answer this why would oems / distributors would start building up inventories in the environment of fast falling prices?>

You got me there.

I think you will be vindicated if Intel predicts lower sales in Q3 compared to Q2, which they would necessarily do if they were intentionally stuffing the channel to make Q2 numbers. So far, Intel expects seasonally higher sales in Q3, and that's the same story they've been telling for a while now.

Tenchusatsu
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