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

To: Paul Engel who wrote (69744)	12/11/1998 6:39:00 PM
From: TGPTNDR	Respond to of 186894

RT Re: your response to my " 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. " you wrote <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.> You seem to say that 441 Million dollar finished goods inventory may be insufficient. That buys a lot of $79(retail) Celerons. It sounds like you agree with the rest of the commentary. Thank you for your support. tgptndr