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To: pater tenebrarum who wrote (83384)1/13/2000 7:17:00 PM
From: xstuckey  Read Replies (1) | Respond to of 86076
 
Heinz,

Remember this from a while back ?

To: heinz blasnik (81878 )
From: xstuckey
Friday, Dec 31 1999 3:53PM ET
Reply # of 83392

>it will get killed once the truth about PC sales this quarter surfaces. <

Heinz,

Careful. Intel brought out the 800mhz processor in December, about 1 to 2 months early. This should accomplish two things:

1. It allows Intel to convert their inventory of these fast chips into December quarter revenue. If their numbers were going to be close, this move should have solved the problem.

2.This will allow Dell an unexpected full month's sales (January) with the fastest processor before the end of their quarter.

Best Trading,
X