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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: Jim McMannis who wrote (50263)3/9/1998 4:26:00 PM
From: StockMan  Read Replies (1) of 186894
 
Jim,
Re -- Inventory control wasn't that good..

No my friend, it was their forecasting (which problem DELL doesn't have) in Q4/Q1 which wasn't that good. Furthermore, they were denying it, when many were pointing out that they had an inventory problem.

It isn't the forecasting or the inventory problem, its that they were denying that they had a problem in order to push the stock price that is worrisome.

Stockman
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