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

To: Road Walker who wrote (137626)	6/19/2001 4:35:29 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, borrowing a part of Albert's post on the mod thread, on Osha's report today: o Should AMD reduce its outlook for the microprocessor business, the implications for Intel are interesting. Intel's comments suggest that unit shipments for Intel will be up modestly from Q1 to Q2, but we have difficulty reconciling that with a down AMD quarter. Any market share gains that Intel is going to realize from P4 will not likely come until later in the year, and as such we believe cannot explain a better Intel performance in the second quarter. Our analysis published prior to Intel's mid-quarter update suggested that Intel may be allowing inventory levels at its customers and contract manufacturers to build. If AMD is in fact seeing unit weakness, we think that the case for inventory building at Intel is that much stronger. Somebody ought to explain the concept of gaining market share back to Osha. The guy believes that if AMD is seeing weakness the only explanation is Intel building inventory at their customers? Bryant dismissed that a couple of weeks ago, saying customers would be foolish to build inventories since Intel can ship very quickly. Osha has an agenda all right. He's basically calling Andy Bryant a liar. Tony Oh, would the P4 price cuts have had something to do with Intel gaining share back from AMD? DUH. Does Osha think a major price cut has zero effect? DUH. Bring back Kurlak. No, disbar Merrill Lynch somehow. They continue to be the most clueless of them all.