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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%3:59 PM EST

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To: Aaron Cooperband who wrote (4610)10/28/1996 8:25:00 AM
From: Road Walker   of 186894
 
Aaron,

I don't know how far above 1.0 Intels B to B was; I really don't have any hard information to venture a guess,

With the shortage of P200 & PP200, the OEM's would have placed heavy orders as soon as they found out. This should lead to an abnormally high B to B for *Intel* in October. I don't know the % of Intel's numbers to the total Semi Industries B to B, but it does follow that the Nov 7th announcement should be strong, albeit not a true reflextion of the industry.

John
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