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To: AK2004 who wrote (137638)	6/19/2001 7:19:38 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Did you hear Andy Bryant two weeks ago specifically deny that Intel is doing any channel stuffing, setting himself up for lawsuits if he were lying? Did you also hear him say it wouldn't make sense for customers to build inventory since Intel can ship very quickly? I can't believe you missed these things, Albert, since you appear to live on SI. You either have a short memory or you speak with a forked tongue. Tony

To: AK2004 who wrote (137638)	6/19/2001 9:03:36 PM
From: Kushi Kullar	Read Replies (3) \| Respond to of 186894

Albert, Could you please shed some more light on the "channel stuffing" charge. Is'nt most of the demand "just in time" these days? Does somebody like Intel have the power to stuff the channel, and how would you do it? Also, do their revenue recognition policies allow for this sort of "slack" Regards, Kushi

To: AK2004 who wrote (137638)	6/20/2001 2:04:05 AM
From: Paul Engel	Respond to of 186894

Mad Albert - Re: "The bad news for intel is that amd is gaining market share " WRONG !!!!

To: AK2004 who wrote (137638)	6/20/2001 3:05:02 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Albert, RE: "intel is stuffing the channels" Possibly Osha hasn't checked out the financials of the distys, or their cash flows, to know this comment appears to be a nonsensical suggestion because: Building inventory goes counter to increasing cash flow. For a disty, cash is particularly king since disty margins tend to be razor thin, probably more so in this economy. biz.yahoo.com Intel Capital Invests in Viacore, Recognizing the Need For Improving Supply Chain Efficiencies and Visibility ... forecasting and inventory management. RE: AMD market share Intel gained 4% according to the CC (at AMD's loss). Regards, Amy J