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

To: StockMan who wrote (41292)12/2/1997 5:30:00 PM
From: Joey Smith  Read Replies (1) | Respond to of 186894
 
Seems like the retailers are benefiting from BTO and the suppliers, including Intel, are taking a hit. However, when the BTO model is complete and the lead times greatly reduced, these same retailers will be more dependent on their suppliers to "give them the goods". This will result in specialized relationships which should benefit Intel, since they can supply the goods. just looking down the road a bit.
joey


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