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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: orkrious who wrote (151236)2/14/2002 6:08:42 PM
From: ild  Read Replies (1) of 436258
 
From today's Fleck:

<<<Tar And Feather This Bellwether In terms of last night's "bellwether," Hewlett-Packard, about the only thing worthwhile pointing out is that most all the categories were down except for a huge jump sequentially in consumer PC sales, which were up over 50%. Now, if you want to know what stuffing the channel looks like, consider the search over, because there's no clearer confirmation anywhere (other than what Compaq said). To think that consumers have been buying PCs at anywhere near the rate to make those numbers jibe is sheer fantasy. Of course, that's going to cause problems for Intel as we get deeper into the quarter, because now we've got a stuffed PC channel and a stuffed parts channel.>>>
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