IS INTC A GROWTH STOCK? Message Board

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Technology Stocks : IS INTC A GROWTH STOCK?

INTC 41.34

-0.4%

Oct 29 3:59 PM EDT

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To: AK2004 who wrote (209)	6/22/1997 10:43:00 PM
From: jim kelley	of 243

Albert, It is easy to understand the lack of demand for Pentiums when MMX is being touted as the current standard. I expect that INTC will have to eat some pentium inventory this quarter and perhaps next. Evidence of lack of demand for the PII is sketchy at best. Perhaps in the home and retail markets where GTW lives this is so. Reports from IBM and the resellers like Vanstar and Microage indicate strong sales. Also CPQ and DELL have not complained about lack of demand. 1 month is not much time to make an impression in the home or retail market that GTW addresses. So, I need to see more evidence to support the Salomon claim. regards Jim Kelley

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