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To: Skeeter Bug who wrote (41324)	12/8/1998 8:20:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 53903

skeeter, <if 90% sold out turns into 30% overcapacity due to an "inventory correction"> I'm not going to suggest that this couldn't happen, but usually these type of "inventory corrections" are more a retail phenomena. Intel's Q1 (and I assume a good portion of 1999) strength will be coming from the corporate/server world. I agree that a literal across the board "shortage" would be inconsistent with falling prices, but I don't think it is inconsistent with strong demand or even very strong demand. Did Dell actually claim a general shortage or specific models/segments?? Good luck, FF