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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: John L. who wrote (26241)	11/13/1998 8:38:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

"If all the box makers build inventory hoping to capture 30-40% of the market there will be a lot of excessive inventory after Christmas. Intel will have had 2 record quarters with there next record being the size of future cancellations." Fair enough. I am selling all my msft first thing Monday. It will be a sad day, but I have to cover myself since it sounds like 1999 is, with the lawsuit, all the unsold pc's, delays in NT, no sales of products because of y2k, and the ongoing problem of Wild Bill's colitis, going to be an awful year.

To: John L. who wrote (26241)	11/13/1998 9:37:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 70976

John, The other possibility that has been discussed on several threads is that the first half of 1999 will be very strong for the box makers due to Y2K replacement needs, with the second half slowing. Someone on the IBM thread commented a couple days back that IBM has adjusted it's sales model for 1999 from a 40%-60% split for 1999 to the reverse. We shall see.... John PS - Of course this would reflect corporate sales, not the holidays, but as far as Intel is concerned, a PII is a PII!!! <ggg>