Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Jim McMannis who wrote (74830)	2/28/1999 1:11:00 PM
From: t2	Read Replies (1) of 186894

Earnings warning? Good luck with that one. The shipments of PIII have started. This is a higher margin product. Might actually offset slow downs in cheap PCs.IMHO. As soon as the PIII got released, i bet demand for PCs just got a big boost. No wonder there was a slowdown in January and February---a lot of buyers were waiting for the PIII. Intel would have started shipping these mid February so the PC makers could start selling now. Compaq had denied there was a inventory glut in the system. So what does that mean? Retail channels wanted to wait for the PIII to some degree thereby causing slowdowns in shipments from Compaq and others.

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