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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Paul Engel who wrote (88997)9/27/1999 2:17:00 PM
From: JRI  Read Replies (2) | Respond to of 186894
 
Paul, any thoughts to Dan Niles claims that 2m units were sent back to Intel (from PC manufacturers) in the last week, and, supposedly, that PC sales might not be as strong as many predict...

Admittedly, this flies in the face of most others' prediction of PC demand this quarter (as example, as recently as last week, Dataquest was still extremely bullish)...and I am aware of Niles' aversion (and bad calls) on Intel since this past spring...

What is your number for this quarter? 29m, 30m units (or something else?). Thanks in advance..