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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: Jim McMannis who wrote (50281)3/9/1998 5:03:00 PM
From: StockMan  Read Replies (1) of 186894
 
Jim,
Re -- How else am I supposed to interpret the fact..

Take a deep breath and look at the facts that you know.

1. AMD shipped 1.5 million K6's last Q, which will be in CPQ and IBM systems this Q.
2. All of K6 systems are sold in retail.
3. CPQ reports that it is the business sales that have inventory problems.

Think about these facts. Rememeber retail is completely different from business. Dont confuse the two.

Stockman
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