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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST

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To: scott_jiminez who wrote (5102)8/27/2002 10:02:12 AM
From: Cary Salsberg   of 95487
 
RE: "...the news from Intel..."

I disagree with INTC's CEO. There will be Christmas this year! I recently bought a $1159 HP laptop wih an AMD Athlone XP processor. I have never used anything but INTC processors in my PCs at work or at home, before (except Amiga in 1986-87). The low cost of the PC left a budget for a wireless network to connect 3 computers to DSL and a memory upgrade for a 2 year old laptop from 64MB to 256MB.

I wonder if INTC's outlook reflects continuing competition and falling prices and if INTC is losing its value as a bellweather.
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