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

To: Road Walker who wrote (137733)	6/20/2001 12:01:15 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Once again, John, I see nowhere in Osha's words where he is accusing Intel management of lying. I don't see where he even implies that.

To: Road Walker who wrote (137733)	6/20/2001 12:46:03 PM
From: Bob Kim	Respond to of 186894

John, I think you were on the right track with your suggested phrasing.

To: Road Walker who wrote (137733)	6/20/2001 12:59:53 PM
From: Tenchusatsu	Respond to of 186894

JF, <"May be allowing" is a euphemism for promoting the build of inventory. What is Intel supposed to do, take a physical inventory at a distributor, and say "sorry, we won't ship" because they have too much product?> Good statement here. It only leaves two separate and distinct possibilities: Intel is *actively* (instead of passively) promoting the build-up in inventory, something that Andy Bryant already denied, or the OEMs are building up inventory but Intel has no control over or visibility into this. I agree with GV, however. I don't think Joe Osha is distinctly crossing the line into libel. At best, he's only disagreeing with Andy Bryant; at worst, he's walking on thin ice. Tenchusatsu