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

To: AK2004 who wrote (137719)	6/20/2001 11:11:13 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Albert, <so how is that that shipments are the same q to q but pc sales are lower by 5%.> Maybe Intel is taking market share away from AMD? Nah, that can't be it ... Tenchusatsu

To: AK2004 who wrote (137719)	6/20/2001 11:27:05 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Albert, another thing you might want to consider. If it's true that Intel's customers really are building inventory, they'll have to sell it off in Q3. Guess what? Inventory eventually gets sold off. Whether it's Q2 or Q3, the net effect is more sales of Intel-based products, and in a demand-limited market, less sales of AMD-based products. I'm sure reality will hit once AMD misses estimates. Oh wait. AMD is below 25 now. Maybe reality is hitting already. Tenchusatsu