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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%Dec 19 3:59 PM EST
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To: GVTucker who wrote (183138)1/18/2006 11:46:22 AM
From: Dave  Read Replies (1) of 186894
 
GVTucker,

Typically in the 4Q, the lion's share of revenues are generated in the month of December.

I agree with you that for many companies that the "majority" of 4th Quarter Revenues are generated in December due to the Holiday Season.

While I did not listen to the conference call, shooting from the hip, I do agree with you that something went wrong in the final four weeks of the Quarter.

While one month does not make "next year", do you believe that this could be a foreshadowing of weaker than expected 2006 demand given orders in the final four weeks of December? The reason why I mention this is due to the fact that I still believe that the majority of computer vendors are not JiT with regards to Intel.

Cheers,

Dave
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