Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

3:59 PM EST

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To: Paul Engel who wrote (61182)	7/27/1998 7:49:00 PM
From: Harry Landsiedel	Read Replies (1) of 186894

Paul Engel. Re: "We came to the realization that we were just distributors and integrators of Microsoft and Intel technology." OTOH I agree, it is, "Music to my ears" too. But OTOH, it seems to me in this set up that Intel must take on much more of the inventory risk. Somebody has to hold some inventory of chips, and if the cpqs, dells et al do not then Intel must. So when sales drop, as they do seasonally, Intel is left holding the bag. No? They can enter into long term purchase contracts with the top PC makers to put some of this cost back to them, but it seems tricky to me. What do you think? HL

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