Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: jmac who wrote (18219)	3/10/1998 4:57:00 PM
From: Tony Viola	Read Replies (1) of 27012

jmac, Re: "You don't lose $650 million overnight. This shortfall, or at least part of it, could have been announced much earlier. INTC should have known, or did klnow, of this problem a lot earlier than March." Disagree again. I have seen sales turn on a dime part way through a quarter, and go in either direction, even with Marketing watching it all the while. Paradigm shifts in the way customers order any product can happen very quickly, such as the way other top three PC makers started to follow the Dell model. IBM, HP and Compaq can be very stubborn, but after seeing Dell eat their lunch quarter after quarter, they've caved and started to copy Dell. BTW, I've worked in the semiconductor and computer industries for 27 years, and I think I know a little more about the ebb and flow of sales in those businesses than someone not in one of those businesses, even with those impressive letters on the bottom line of your profile. Tony How about

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