Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.95

+3.4%

Jan 27 3:59 PM EST

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To: Paul Engel who wrote (50088)	3/8/1998 1:19:00 PM
From: Jules B. Garfunkel	Read Replies (2) of 186894

Excellent assessment Paul, If you remember my e-mail to you last Wednesday, "Does it seem to you to be coincidental that the only two major OEM suppliers, to have reported inventory buildups yesterday were CPQ and IBM. Can we read anything into this?" I was alluding to the fact that these 2 OEMs were among the select few to endorse AMD and Cyrix products. I still think that the major reason for these two company's announced inventory buildups is because of the difficulty in supporting multiple chip vendors. Unfortunately, it looks like Intel, in Q1, went along for the ride. I posted my assessment of the Intel earning's shortfall announcement on Thursday, on the INTC thread. You might want to check it out. Message 3612451 Regards, Jules

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