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To: orkrious who wrote (151236)	2/14/2002 2:53:24 PM
From: benwood	Read Replies (1) \| Respond to of 436258

I'm sure the average number of CPUs per PC has risen. In my building, I have a dual Athlon machine and a coworker just bought 5 dual machines, all in the last three months. Channel stuffing is probably the majority reason, though, for their record sales.

To: orkrious who wrote (151236)	2/14/2002 6:08:42 PM
From: ild	Read Replies (1) \| Respond to of 436258

From today's Fleck: <<<Tar And Feather This Bellwether In terms of last night's "bellwether," Hewlett-Packard, about the only thing worthwhile pointing out is that most all the categories were down except for a huge jump sequentially in consumer PC sales, which were up over 50%. Now, if you want to know what stuffing the channel looks like, consider the search over, because there's no clearer confirmation anywhere (other than what Compaq said). To think that consumers have been buying PCs at anywhere near the rate to make those numbers jibe is sheer fantasy. Of course, that's going to cause problems for Intel as we get deeper into the quarter, because now we've got a stuffed PC channel and a stuffed parts channel.>>>