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Technology Stocks : Intel Corporation (INTC)
INTC 37.28-0.6%3:59 PM EST

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To: Tony Viola who wrote (70843)1/10/1999 5:16:00 PM
From: jim kelley  Read Replies (1) of 186894
 
To : Any knowledgeable persons

RE: 33 Million X86 Processors sold this quarter.

It seems that this constitutes 37% of the 89 million processor to be sold in 1998. Does this suggest that there is some channel stuffing going on with the indirect PC companies.

I would appreciate some discussion of what is going on with these very large numbers of processors at the box makers. I think it indicates channel stuffing again but I am willing to be persuaded that it is not so.

Regards,

Jim Kelley
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