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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 Engel who wrote (39550)11/8/1997 3:28:00 PM
From: Gary Kao  Read Replies (2) of 186894
 
Could it be that Intel has lost some market share to account for some the disparity b/t growth of overall market & Intc CPU shipments? For example, Cyrix dumped their chips at cost to clear out inventory (big nasty surprise coming for NSM accountants!).

gk

>A second factor related to inventory was also discussed. Intel claimed that the OVERALL PC market grew
FASTER than Intel's CPU shipments for most of 1997. The implication here is that many customers were
working off a bloated inventory, selling more PCs than the number of CPUs ordered from Intel.
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