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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: Paul Fiondella who wrote (39581)11/8/1997 12:29:00 PM
From: StockMan  Read Replies (1) of 186894
 
PF,
Re -- IBM (Cyrix) 200Mhz computer systems for sale.

Are you crediting Intel, with having cyrix inventory? Jeez, no wonder you are short. I would be too.

BTW, the inventory correction had to do with BTO of CPQ, IBM, HWP.. Since Intel's customers have reduced the days they hold inventory, it caused a one time adjustment in Intel's sales, because all of the excess inventory of their customers had to be reduced.

This could affect other OEM's of CPQ, HWP, such as disk drive makers, memory makers and other components.

Re -- By the way which consumer is going to buy all of these PII's at over $2000 when so many systems are available for half the price.

The same consumer who bought all of those MMX's at over $2000 when so many systems were available for half the price

Stockman
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