Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 42.61

+6.5%

Jan 7 3:59 PM EST

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To: SisterMaryElephant who wrote (156618)	1/25/2002 8:10:37 AM
From: Road Walker	of 186894

Steve, re: Sure, I would categorize the PC market more of a mature market than a growth market I think PC semiconductors are still a growth market, but certainly not at the pace that we saw for the last decade. Mostly a cyclical replacement market now, but with a much larger base than in the past. I've always wanted to see research on a PC to employee ratio; is there one corporate PC for every 2 employee's, every 3 employee's? With unemployment going up at this time, it must have a real impact on corporate PC sales. re: but Intel is in the Semiconductor business... The link above shows Intel has 15.5% of the market, up from 13% the previous year, I believe. At the same time Intel's revenues and profit have shrunk. These may prove to be good businesses in the future, they are not contributing today. In fact they are hurting Intel's company performance. As with any company, expanding into a good business is good, expanding into a bad business isn't good. And I wonder if any of the new semi business will produce the 50%+ GM's that we get from PC/Server microprocessors. John

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