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

To: Gary Kao who wrote (153960)	1/6/2002 2:55:04 AM
From: TGPTNDR	Respond to of 186894

Gary, Re: <...who is to say those AMD-based and not the P4's are not the ones languishing in inventory?...> Yes, I'd thought of that. 6 weeks inventory for each of CPQ and HWP would be a full quarter of sales for AMD. I don't think so. I'm not trying to throw stones at INTC alone here. I think both companies are making volume numbers by having fire sales at the end of every quarter. I think it's bad for both companies and not particularly good for the industry either. But it is good for the consumer who should be able to figure out that about 2 weeks after each Q ends there are some fine bargains around. tgptndr