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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

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Nov 21 4:00 PM EST

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To: Return to Sender who wrote (920)	8/3/2001 9:08:10 PM
From: Think4Yourself	Read Replies (2) of 95456

Have been thinking about the Barrett and Groves turnaround comments. It suddenly occurred to me that Intel doesn't sell their chips directly to the public. They sell to board makers, who sell to box makers, who sell to the end user. With the expectation that PC sales will pick up for back to school season, it makes sense that boardmakers, boxmakers, and (especially) retailers would build inventories. Best Buy was crammed full of new PC's when I was there last week. The salesman told me they were moving, but slower than expected. In summary, things probably DO look fine for Intel and the CEO and CFO will be right IF (big if) the PC sales pick up as expected. If not then there will be a lot of inventory for someone to write off.

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