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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (36306)	11/15/1998 3:28:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

I think the theory makes a lot of sense. There would be no other way for them to make a dollar on their new "direct model" if they didn't get with it this year somehow. Funny thing is, though reports keep saying the inventory was cleared out earlier -- well, maybe it is gone from CPQ, but I see lots of their machines being re-sold other places. The inet auction places are full of 'em. Dept stores and RS are always advertising specials, and a lot of the offerings are clearly not the recent machines. Seems funny they would risk doing the same thing again, but ... They may find themselves competing against their old inventory.

To: Knighty Tin who wrote (36306)	11/15/1998 4:39:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

On second thought, why would they do this, if they were really trying to shift to direct? >>Meanwhile, they are still placing the same number of orders to Intel to stuff their regular distribution channels.<< If direct doesn't go for them, do you think they would be shooting themselves in the foot by not getting the build-up of deliveries to their distributors? OTOH -- what if CPQ is not doing this? Where are the chip orders coming from? Other boxmakers report how long it takes to turn inventory, right? How much can one rely on these numbers? At any rate -- we only get these numbers after the fact, right? And nobody wants to get caught short for Christmas. I'm still somewhat puzzled by INTC's statements. Seems like it really would leave a lot of room for them to fall on their face, if something wasn't up.

To: Knighty Tin who wrote (36306)	11/15/1998 6:30:00 PM
From: bluejeans	Read Replies (2) \| Respond to of 132070

Mike, maybe if you wrote it this way maybe we all could understand you.<G> Tu ell, Ka-cheeng. I theenk zee penny joost drupped. Bork bork bork! Thees is joost specooleshun, su teke-a it fur vhet it's vurt. Boot it seems tu meke-a sume-a sense-a tu my flea-inffested meend: Intel is sooddenly injuyeeng heegher seles. Um gesh dee bork, bork! Bux seles groot is nut increeseeng, ispeceeelly tu ind users. Um gesh dee bork, bork! Hoo cun thees be-a? Heent: Cumpeq hed un 8 pege-a insert in Illeeterete's Booseeness Deeely Mundey ideeshun poosheeng zeeur noo durect bux seles tu booseeness. Um gesh dee bork, bork! Hmmmmmm! Cumpeq is useeng deefffferent brund nemes fur thees mufe-a und vunts tu meke-a a beeg splesh veet its oon teeme-a deleefery und serfeece-a. Is it pusseeble-a thet, vheele-a peyeeng leep serfeece-a tu loo infentury lefels, thet Cumpeq hes booeelt sume-a feurly seezeble-a infentury et thees noo oopereshun? Effter ell, zeey du nut vunt tu fell oon zeeur fece-a in zee feesrt foo munths ooff oopereshun. Su, zeey hefe-a zee cumpunents in plece-a fur vhee zee cells cume-a. Yes, zeey veell stert sheeffting tu mooch leuner infentureees effter zeey get zeeur fuut in zee duur. Hurty flurty schnipp schnipp! Meunvheele-a, zeey ere-a steell pleceeng zee seme-a noomber ooff oorders tu Intel tu stooffff zeeur regooler deestribooshun chunnels. Um gesh dee bork, bork! Su, ve-a hefe-a duooble-a oordereeng frum zee lergest pc buxmeker und a fery lerge-a pleyer in zee serfer booseeness. Um gesh dee bork, bork! I em throoeeng thees oooot es a pusseebility. Bork bork bork! Iff unyune-a sees uny hules in thees lugeec, pleese-a nute-a zeem. Boot it luuks tu me-a leeke-a Cumpeq is beseecelly geereeng up un inturely noo chunnel ooff deestribooshun und hes oordered cumpunents eccurdeengly, vheele-a cumpeteeturs stooffff zee chunnel es usooel. MB

To: Knighty Tin who wrote (36306)	11/16/1998 12:18:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 132070

Bearke - Re: ". So, we have double ordering from the largest pc boxmaker and a very large player in the server business. " Looking for a good reason to explain how wrong you were/are on Intel? Keep trying - I think you should be able to conjure up 3 or 4 more good excuses/scenarios for explaining why Intel has jumped >$20 since you decided that Michael Bearke says Intel is overvalued. You didn't do something dumb like following your own advice and short Intel, did you ? Paul