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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Donald B. Fuller who wrote (27397)12/23/1998 9:17:00 PM
From: Skeeter Bug  Read Replies (4) of 70976
 
ok, i could have been more clear. i'm talking about boxmakers. why is intel doing well? it would appear that they and their competitors are making more chips than are being sold to end consumers.

put 2 and 2 together and one can infer that the channels are being stuffed and an inventory correction is on the horizon...
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