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disco_queen

06/24/03 10:31 AM

#122839 RE: jdaasoc #122830

No tale of INTC manipulating inventory to make the quarter look better would surprise me at all. They have been channel stuffing for a number of quarters now, and at some point it will catch up with them - the numbers reported by INTC do not come close to agreement with what end user sales are being reported at.


When do they report earnings? TIA.

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mlsoft

06/24/03 10:46 AM

#122856 RE: jdaasoc #122830

jdaasoc...

I agree - all of which make MBI a great short.

mlsoft