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To: Sarmad Y. Hermiz who wrote (243089)10/31/2007 4:23:15 PM
From: gvattyRead Replies (2) | Respond to of 275872
 
Sarmad, I believe your explanation is far more plausible than Tench's. Intel probably just misjudged demand and produced the wrong mix. If so, this is still a troublesome problem for an Intel investor. You would think they had a better handle on their customers' and the channel's inventory.