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Technology Stocks : Intel Corporation (INTC)

INTC 37.31

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3:59 PM EST

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To: Ibexx who wrote (39761)	11/10/1997
From: stephen wall	Read Replies (1) of 186894

Ibexx, >>I think the sub1K machines may be a "niche fad" for the time being, but I can't see it ever approach the main stream market sector.<< My sentiments exactly. Witness the environment which allows this to happen. GLUTS - dram, hard drives(see WDC 10-Q & Fujitsu dumping),Intel channels. Question: How badly are the vendors bleeding? Are the margins paper thin? And with BTO processes will these gluts be as likely in the future? stephen PS: I dont need a psychic reader to know who on this thread is not on your Christmas card list. <<gg>>

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