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To: kapkan4u who wrote (109973)9/14/2000 11:03:36 PM
From: Jim McMannis  Respond to of 186894
 
RE:"The buzz is that the channel is not selling through and OEMs are pushing orders into Q4"

Well then, there is overcapacity and we're shafted. I guess the buzz got to Wall Street first. Now, who is the "buzz"?
This would also explain AMD getting taken down too...as it gets no respect vs Intel..

Jim



To: kapkan4u who wrote (109973)9/14/2000 11:27:59 PM
From: Elmer  Respond to of 186894
 
Re: "The buzz is that the channel is not selling through and OEMs are pushing orders into Q4"

The buzz I'm hearing is that Kumar is an idiot and demand is as strong as ever....

EP


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