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

To: Road Walker who wrote (129562)	3/8/2001 7:08:09 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

John, are you sure? I thought Intel said inventories are larger than expected, which is contributing to the cancellation in orders. Also, server market is softer, resulting in a drop in GM. Welcome to our "Just In Time" economy. "Here's the bad news, JUST IN TIME!" Tenchusatsu

To: Road Walker who wrote (129562)	3/8/2001 9:58:02 PM
From: tejek	Read Replies (1) \| Respond to of 186894

The only good point I heard from the CC is that inventory in the channels is very low, and channel inventory reduction may have contributed to the slowdown in Intel sales. Also, if their is an upturn in sales, low channel inventory will lead to immediate revenue. John, That's definitely good news...overstocked inventories have been the problem in every sector of the tech world. If there is any demand, I would think things would move up fairly quickly. ted