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To: JOHN CHEN who wrote (7804)	3/4/1998 7:11:00 PM
From: Sowbug	Respond to of 27307

You are the stupidest person I have ever seen on the message board. INTC says very clearly that demand is the issue. Are you not understanding English? Hey, John, don't pull any punches! This is the Internet -- feel free to speak your mind.

To: JOHN CHEN who wrote (7804)	3/4/1998 7:16:00 PM
From: Keith J	Read Replies (1) \| Respond to of 27307

Hey John, how about an apology. Below is from today's MF evening news. I was just saying what I read: <Dell Computer (Nasdaq: DELL) traded down approximately $7 to $132 in after-hours trading after key supplier Intel (Nasdaq: INTC) said it expects to report Q1 revenues of approximately $5.85 billion, down 10% sequentially from Q4 1997 and the first fiscal quarter last year. Intel said its turns business from OEM (original equipment manufacturer) customers has been weaker than expected. Revenues from turns mean orders that are shipped immediately. This indicates that inventory may be a little more full than the industry expects, but meshes well with the guidance on pricing that Compaq (NYSE: CPQ) provided at the recent Merrill Lynch conference. The other part of the equation has to do with Dell pushing back inventory on supplier Intel, as Dell's days' sales of inventory decreased rapidly last quarter. In all, INTEL MADE THE IMPORTANT POINT THAT THIS IS AN INVENTORY PROBLEM AND NOT AN END MARKET PROBLEM. The end market can still grow in the middle of the 15-20% yearly range experienced in recent years while the suppliers to that market can experience periodic backups in matching production with that growth in demand.> KJ

To: JOHN CHEN who wrote (7804)	3/4/1998 7:45:00 PM
From: Oeconomicus	Respond to of 27307

Chill John. We may rib each other from time to time and argue a lot, but you are out of line and should apologize to Keith without delay. Keith, the inventory comments you quote prompt me to ask - doesn't inventory buildup at customers like CPQ or other customers like DELL shoving inventory back to INTC indicate a slowdown in demand from end users of the product? BTW, comments on CNBC's "The Edge" indicated that INTC says the slowdown has been in Europe, the Americas and Japan more than in other Asian markets. Hmm. The flu spreads. Bob