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

To: Jim McMannis who wrote (50263)3/9/1998 4:26:00 PM
From: StockMan  Read Replies (1) | Respond to of 186894
 
Jim,
Re -- Inventory control wasn't that good..

No my friend, it was their forecasting (which problem DELL doesn't have) in Q4/Q1 which wasn't that good. Furthermore, they were denying it, when many were pointing out that they had an inventory problem.

It isn't the forecasting or the inventory problem, its that they were denying that they had a problem in order to push the stock price that is worrisome.

Stockman



To: Jim McMannis who wrote (50263)3/9/1998 4:28:00 PM
From: Diamond Jim  Read Replies (2) | Respond to of 186894
 
Must be why they are stuffed with Intel based boxes...Intel boxes that they can't move
because the K6's are cheaper. Inventory control wasn't that good...it's happened to
me...and it's happened to Compaq...

-
What happens when the market moves beyond the AMD production capabilities, where does Compaq order from ? It's happened to you, explain who you are please ?

jim


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