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Technology Stocks : Intel Corporation (INTC)
INTC 50.59+4.9%Feb 6 9:30 AM EST

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To: Michael Ohlendorf who wrote (4240)10/15/1996 7:28:00 AM
From: Andy Chen   of 186894
 
Intel is no doubt a block-buster. People who sold at 112 at instinet last night could've sold at 115 this morning. needless to say, once European market picks up, what will US market do?

I think it's time to consider playing other follow-up market niche to this block-buster announcement.

most intel chips shipped this quarter were in PC-boxes equipped with Win95. While NT was announced in August, a lot of corporations were waiting for that upgrade to the Win95/NT desktop/server environment. INTC's great quarter may imply the much anticipated corpoate desktop upgrade is underway.

look for intranet software providers to benefit from massive corporate upgrades.

good regards.
Go INTC!
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