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

To: Mary Cluney who wrote (48901)	2/26/1998 2:07:00 PM
From: Jim Patterson	Read Replies (3) \| Respond to of 186894

A very nice responce, I see some of your point. BTW, did anyone see the blurp on CPQ canceling an order to INTC ? What I heard, (This is real rummor stuff even thought I think I heard a blip on CNBC) CPQ cancels an INTC order. Two possible causes, One is that CPQ has way too much inventory in the channel. Two is that AMD Yields have increased and CPQ is selling their K6 Presiaros in the low Price arena. BTW, CPQ Touted the 25 % greater preformance of these machines today. Now FWIW, MO CPQ cancled an order to INTC because AMD is experiencing increasing yields and CPQ is getting better supply of K6 chips. This is great for CPQ because CPQ is selling lots of K6 Presairos and their INTC machines are clogging up their Channel so they don't need to build a lot of them at the low end. I know, It's kinda thin. But that is where my money is. jim