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Technology Stocks : Intel Corporation (INTC)
INTC 50.80+0.5%12:28 PM EST
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To: damniseedemons who wrote (6522)12/16/1996 9:26:00 PM
From: Joan Osland Graffius   of 186894
 
Hi Sal, I am doing ok..just been taking advantage of this market since the lows in July. I agree with your assessment of the market. It sure looks to me like we have a large wave of computer replacements during the next year and if this is true it should be good for our bellweathers. Also what is even more compelling is the replacement computers will not be able to handle multi media very well (unless one is buying high end Macs - vbg) and we whould see another replacement cycle starting sometime late in 1998.

Just some thoughts, Joan
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