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

To: Fred Fahmy who wrote (62349)	8/12/1998 12:20:00 AM
From: Paul Engel	Respond to of 186894

Fred - Re: "if your forecasting ability isn't very precise it can turn into AIT (almost in time inventory) <ggg>. Don't know if that's what happened here but it well could be." There seems to be a few examples of "anecdotal" evidence of a shortage - but as yet there have been very few (Compaq Servers is one) real reports from PC manufacturers. Paul

To: Fred Fahmy who wrote (62349)	8/12/1998 7:49:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Fred, Good post re AIT I've done some forcasting in mature, domestic product categories in the past, and know first hand it is more art than science. In a still immature and dynamic industry like PC's, with worldwide demand influenced by economics and politics, I personally don't know how the Intel folks have a clue. Yet, when they report Q's, they always seem to be relatively close, three months before the fact. I wouldn't want the job of putting together those numbers, and having the revenue/profit of the company depend on my suppositions. John