Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.14

+6.9%

3:59 PM EST

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To: Ian@SI who wrote (50989)	8/22/2001 10:11:37 AM
From: BWAC	Read Replies (1) of 70976

Two things came to my mind: "With Dell carrying less than a week's inventory" Yet across the board chips have been down since DELL's report, DELL has been down, Contract Manufacturers like SLR have been down. Strange? Inventory down to the bottom of the box, yet the inventory suppliers selling off? "Intc Price reductions" So whats news about that? Has INTC ever raised the price of its older soon to be replaced chips? Doesn't INTC reduce prices just about every single year in the fall to clear inventory and set up for the faster processor upgrade?

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