Intel Corp (INTC)

[VeeCee]

This came from an article on SA:
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Jefferies wrote a piece on October 27 titled "Did Intel 'Stuff-the-Channel' with 12 million CPU's?" Here is their lead in comment:

"We don't think so. The difference between INTC's YY PC-MPU growth rate (15%) and IDC+Gartner (-1% to -2%) has lead some to believe that INTC stuffed 12 million MPUs harum-scarum into the channel. We think the difference is due to share gains from AMD (3.3 mu), growth in detachable form factors not counted by IDC (1.9 mu), with the balance (6.6 mu) being whitebox growth and inventory build of ~1 week. We view recent weakness as a particular buying opportunity."
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