Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.28

-0.6%

Dec 16 3:59 PM EST

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To: Chip Anderson who wrote (49377)	3/4/1998 5:42:00 PM
From: hitesh puri	Read Replies (1) of 186894

We may see 72-73 in this stampede but from what I have read in their release it looks like an OEM channel inventory adjustment issue where CPQ, HWP and IBM are reducing their channel inventories to increase inventory turns so as to be more competitive with the likes of DELL etc. To me it does not seem to be an end user demand problem just a transition. If anyone follows 3Com you will understand. CPQ is definitely coming in short this quarter and it shows. DELL looks fine and will buy it tomorrow. -hitesh

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