Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.52

-0.8%

1:48 PM EST

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To: Jim McMannis who wrote (151517)	12/7/2001 4:28:21 PM
From: Road Walker	Read Replies (1) of 186894

Jim, re: X-boxes are hard to find. So Intel sold all the X-boxs chips in Q3 and quit in Q4? Right. Sure... Intel is pumping them out like mad and the numbers will increase...trust me... Intel may well gain share...as will my share... Sorry to bust your bubble. The initial inventory build plus the initial shipment is always a larger than the run rate for the replenishment orders. That's the nature of retail, you fill the shelves and then look for anywhere from three to ten annual turns of that inventory. So Intel probably got a huge order in the third quarter, is getting smaller orders that won't equal the size of the initial order in the fourth. My bubble is intact. re: Baloney. If Intel uses X-box chips in market share, Analysts buy it and Intels stock goes up, then that's OK with me. I wonder how the analysts could be so short sighted as to see revenue from P3's as real revenue, with real gross margin dollars. They should follow your example and say those profits don't count towards the stock price, because AMD doesn't have comparable business. re: It's all a game for which I have rolled my eyes for years. All those years of rolling your eyes, it explains a lot. John

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