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

To: Tenchusatsu who wrote (137743)	6/20/2001 1:11:57 PM
From: AK2004	Read Replies (2) \| Respond to of 186894

Ten ok, then answer this why would oems / distributors would start building up inventories in the environment of fast falling prices? And do not tell me that it is because they expect a wave or rather tsunami of new demand Regards -Albert

To: Tenchusatsu who wrote (137743)	6/20/2001 2:50:22 PM
From: maui_dude	Read Replies (1) \| Respond to of 186894

Tench, Re : "3) OEMs are building up inventories on their own, possibly in anticipation of a pickup in Q3 demand. Andy Bryant would have very little visibility of this, but even he suggested that this could be happening." I thought And Bryant said just the opposite. He said that since the OEMs know that Intel does have enough inventory, there is no reason for the OEMs to build their own inventory. I think this was in response to Osha's question. No ? Maui.