Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Kevin K. Spurway who wrote (37984)	10/3/1998 4:07:00 PM
From: Joey Smith	Read Replies (1) of 1572649

Kevin, one thing about those August retail numbers, they do NOT include sales from direct retailers like Dell and Gateway, who are argueably the fastest growing PC retailers. Therefore, the 54+% number underestimates Intel's dominance in the retail market. Also, US retail sales account for maybe 10% of Intel's total revenues and I think they're more than making up for any decline with growth in other areas. Look for a STRONG 4Q forecast from Intel and the stock price back in the 90s very shortly thereafter. joey

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