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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Mohan Marette who wrote (32472)3/5/1998 4:05:00 PM
From: Jim Patterson  Read Replies (2) | Respond to of 176387
 
From all of the research I have read today,
Not only does CPU's sales have no relation to PC demand,
but despite what is said, No one thinks there is and slow down of PC sales.
INTC's problem is an inventory issue. OEM's are pushing inventory back to the suppliers. CPQ IBM and HWP, big % of INTC's sales is the main cause of this. That is what I am reading and it is definately IMO what the bulls want to believe.

At some point this will come crashing down as it becomes obvious that PC demand is weaking.

Jim