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To: Amy J who wrote (137000)6/8/2001 8:05:30 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Amy,

I heard on CNBC this morning that both Osha and Niles are maintaining their revenue numbers for Intel, which are well below Intel guidance last night. They claim that Intel is once removed from the marketplace, and that they (the analysts) have a better understanding of the inventory. Essentially, they are saying that Intel is full of ----, pardon my language.

John



To: Amy J who wrote (137000)6/11/2001 9:19:19 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Hi John, Re: "Components continue to be plentiful."

I spoke too soon.

Regards,
Amy J