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

To: TGPTNDR who wrote (69730)	12/10/1998 11:54:00 PM
From: Paul Engel	Respond to of 186894

Pretender - Re: "You are a fake, a sham, and a liar, in my opinion" Wow ! Am I upset ! Tsk Tsk. An anonymous nobody considers me a fake, a sham and a liar ! There you go - now you have ruined my whole evening. Hey - Short some more Intel ! You get really funny when you lose money ! Paul

To: TGPTNDR who wrote (69730)	12/10/1998 11:58:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Pretender - Re: " If INTC is sold out, as you say, I would expect the line item under Inventories reading Finished goods to decrease substantially from the 09-26-98 level of 441,000,000 by the next earnings announcement. " If Intel increases wafer starts - and their unit shipments increase - the FGI could increase - since it would then reflect a higher level of business conditions. If Intel shipped 100 CPUs per month, they would/should have very low inventories. If they shipped 100 billion CPUs per month, I suspect they would have to have higher inventories AT ALL LEVELS - just to support the higher level of business. With more Intel customers switching to BTO/JIT production systems, somebody will have to be building inventory - and that will be Intel - especially as Compaq ramps their BTO program. Paul