Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: StockMan who wrote (50275)	3/9/1998 4:54:00 PM
From: Jim McMannis	Read Replies (2) of 186894

Stocky, How else am I supposed to interpret the fact that 7% of the retail boxes sold in the 1st quarter 1997 were NON-Intel based and 36% were non-Intel based in Jan. 1998. All I've heard is that AMD couldn't make enough chips to supply demand...so whose chips am I supposed to believe are in Compaqs inventory? AMDs or Intels? Who's margins are going down? Intels? Is the whole market skewing to the Sub-$1000 market? Yes, that fits too...Has Intel's stock headed south since it hit 96 recently? That fits too... Hey Stocky, how's that pit in your stomach feel? Gold? You should get some... Jim

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