Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: jmac who wrote (18124)	3/4/1998 7:49:00 PM
From: van wang	Respond to of 27012

TIMBERRR!

To: jmac who wrote (18124)	3/4/1998 7:55:00 PM
From: John J H Kim	Read Replies (1) \| Respond to of 27012

<<Why didn't INTC warn much earlier? This is manipulation to the extreme.>> What difference would that have made? An ambush is an ambush.

To: jmac who wrote (18124)	3/5/1998 8:00:00 PM
From: Tony Viola	Respond to of 27012

jmac, thread, Re :"Why didn't INTC warn much earlier? This is manipulation to the extreme." The quarter is only two thirds over (plus a few days). Give Intel a break. In this industry, quite often as much as two thirds of the $$ comes in the last month, or even the last two weeks. You can believe me on this (check my profile if you want. The same exact thing happens in the computer industry). Companies put off buying until as late as possible in a quarter or a year. Home users, yes, there's probably no seasonal thing, or within a quarter bias, except for Christmas and the beginning of the school year. John Hull of Intel has said that it's about 50 - 50 between home and industry revenues on PC sales. Therefore the end of quarter thing is significant. Why am I saying all this? Because Intel could have waited later, even a few weeks later, before springing this, with the hope that things might pick up. I think they sprung as early as makes business sense. Also, don't forget, the PC makers are not stuffing the channels like they used to. Compaq, IBM and HP are all going more to the Dell model, which is like a JIT (just in time) model. Means they put off buying chips from Intel until they actually need them, which generally means later. This is a new paradigm, folks. My question is: is this just a one or two quarter hit to Intel, and will the flow of chips out of Intel catch up? I think they will catch up, because PC demand is not down if I can believe the reports I've been seeing. OK, call me the ultimate Intel bigot. Tony