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To: Fred Fahmy who wrote (41323)	12/8/1998 7:36:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

fred, i understand what you are saying and it is mostly true, but there are exceptions. one is a shortage. dell touts a pc shortage to run his stock up. then he lowers prices. come on? dram tends to go down, too, but what happened in the 94-95 shortage? in a true shortage prices go UP. that is the only point i'm making. dell is full of hot air ;-) a shortage? come on! as for q1, we'll wait and see. if it does top q4 then my view is wrong. however, if 90% sold out turns into 30% overcapacity due to an "inventory correction" then intc has some problems. we'll have to wait and see... good luck.