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

To: GVTucker who wrote (183138)	1/18/2006 11:29:12 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

3 weeks and off by a Billion?????

To: GVTucker who wrote (183138)	1/18/2006 11:37:02 AM
From: AK2004	Read Replies (1) \| Respond to of 186894

GVT you don't really believe that, do you? -AK

To: GVTucker who wrote (183138)	1/18/2006 11:46:22 AM
From: Dave	Read Replies (1) \| Respond to of 186894

GVTucker, Typically in the 4Q, the lion's share of revenues are generated in the month of December. I agree with you that for many companies that the "majority" of 4th Quarter Revenues are generated in December due to the Holiday Season. While I did not listen to the conference call, shooting from the hip, I do agree with you that something went wrong in the final four weeks of the Quarter. While one month does not make "next year", do you believe that this could be a foreshadowing of weaker than expected 2006 demand given orders in the final four weeks of December? The reason why I mention this is due to the fact that I still believe that the majority of computer vendors are not JiT with regards to Intel. Cheers, Dave