Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 46.96

-2.8%

Jan 16 9:30 AM EST

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To: Amy J who wrote (139970)	7/23/2001 8:19:27 PM
From: COMMON_SENSE	Read Replies (1) of 186894

These numbers are Incredible The book to bill has showed a total deterioration and the sales must have slipped dramatically for all companies. It is steeper than anybody predicted.... It is obvious that nobody is booking much ahead and a lot of business must be spot sales. That spot buying is one explanation of the lower booking numbers. Firms must be only forward committing to about half what they intend to use and letting other firms carry inventory. If a company like AMD claims to be increasing CPU sales - they are doing it in the face of one of the steepest declines in history. The fact that Intel also says they are keeping up volume and sales is even more interesting. Intel has roughly declined about 25% in sales from December and AMD has lost at least 10%, but these slippages on the report tonight show declines in the area of about 40% - so it has to make a person wonder who is losing market share.... Any ideas?

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