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

To: Michael Bakunin who wrote (92599)	11/16/1999 3:43:00 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

mb, >>>Interesting in light of our recent discussion. -mb<<< Intel can't seem to do anything right with and your friends on the Michael Burke thread. Either they're struggling to produce them fast enough to meet rising demand or they are struggling to hide excess inventory in the channels as Earlie has been reporting for the last several years to support Michael Burke's theory about Christmas lies . Getting that inventory level just right is not something you fellas think Intel can do properly. But their after tax annual income of about $7B suggests that they must be doing something right. Doesn't it? Regards, Mary

To: Michael Bakunin who wrote (92599)	11/17/1999 12:26:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 186894

Micheal - <See this one? Interesting in light of our recent discussion.> Yes it is. What do you think it means? Is Intel hiding some huge manufacturing problem, or is demand higher than anticipated, coupled with normal conditions surrounding a technology generation transfer, i.e., a typical early ramp condition? I'm asking rhetorically. I have to defer to official Intel for any comment on this situation. PB