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

To: Road Walker who wrote (177970)	5/14/2004 3:07:12 PM
From: GVTucker	Respond to of 186894

FTR, I don't think I've heard a single person mention the possibility of an inventory write off. Everyone I've spoken with, even the most ardent Intel bear, buys management's logic that the mpu inventories are a result of better than expected yield. Analysts are looking to get a handle on where inventories are going to be at the end of the quarter, they aren't questioning the quality of the inventory.

To: Road Walker who wrote (177970)	5/14/2004 3:23:42 PM
From: The Duke of URL©	Respond to of 186894

" Barrett said that he was comfortable with inventories at Intel and in the channel, and said that an inventory write-down" I believe that was Bryant, not Barrett, and this is about the third time he (Bryant) has said it. Firm denied it was a "heat" problem. They said, if I interpret correctly that it is a wattage problem and that the desktop was not destined to be used for that...