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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: Road Walker who wrote (151470)12/8/2001 4:35:06 AM
From: Joe NYC  Read Replies (1) of 186894
 
Ok, John,

Forget my theories, you tell me how it is that we are in the first year in history, when the YOY PC sales are down, Intel percentage share of this shrinking number is lower, capacity of Intel fabs is higher, and still, Intel cannot supply this shrinking market.

What is your theory?

Joe
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