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

To: Road Walker who wrote (137692)	6/20/2001 7:59:39 AM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Along those lines, I've read Osha's recent ramblings a couple of times now, and I cannot find a single piece of data to support his contention that AMD is actually gaining market share. He just states that he believes that AMD is gaining share, and leaves it at that.

To: Road Walker who wrote (137692)	6/21/2001 3:48:37 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi John, RE: "until the distributors sell the merchandise." If Intel can't recognize the revenue, they can't recognize the earnings, until the product is sold" What if the customer cancels/returns product back to the disty? Would that be counted on Intel's books as revenue and then counted as a return liability? RE: "it would be near impossible for Intel to overstock the OEM's" Would that depend upon cancellation or return policies for the end-user to OEM to chip company? RE: Osha's claim of stuffing the channel I agree with you that Osha's comment is incorrect. Regards, Amy J