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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: Bernard Newman who wrote (6525)12/16/1996 10:02:00 PM
From: exhon2004   of 186894
 
Bernard:

Thanks for your upbeat post. I agree with you, now is a buying opportunity. The anal ysts are whining about slow retail sales at circuit city or was it at Joe's tv repair? Well! welcome to the 90's, nobody buys a pc at circuit city, toasters maybe. I think it's all smoke to drive intc down to 120 to 125 area where mm's can sweep more money off the options crap table. Someone else posted about this two months ago and damn if it doesn't seem to work that way.

Even if orders backed off a little as long as the pipeline is full enough to run production flat-out intc will show terrific earnings in q4-96 and 1997. Meanwhile the corporate upgrade cycle is strong and the mail order shops are selling well.

Finally, some anecdotal survey info: Local price club computer sales guy says computers selling well. This guy says the compaq 200mhz's are being "snapped up" by 1st time buyers. I asked him about mmx and he says "Oh yea, that's the missle Jimmy Carter was gonna put on allied van lines tractor trailers right?" I believe this means buyers
generally know what they want. (eg fast intel pentiums), and they don't believe retailers add any value to the process of buying one. Price Club is relatively cheap and it's for the person who can't wait for U.P.S..

Best Regards

Greg Gimelli
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