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Politics : Ask Michael Burke
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To: Mary Cluney who wrote (46285)2/9/1999 11:27:00 PM
From: Knighty Tin   of 132070
 
Mary, And you think he and Louis the Lip from IBM didn't stuff the channel this time? And what about the huge receivables #s at CPQ, Dell and IBM? In fact, the ONLY way INTC has a good quarter is if the OEMs both stuff and play receivables roulette or Inventory I-Spy. And that kills the following quarters. Intel is left not only getting a smaller portion of the pie this year, but the pie is shrinking. No growth with a high pe ratio. A recipe for disaster for the blundering herd.

MB
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