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Technology Stocks : Intel Corporation (INTC)
INTC 43.48+8.6%3:59 PM EST
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To: Amy J who wrote (81178)5/18/1999 7:52:00 PM
From: Paul Jamerson  Read Replies (1) of 186894
 
Whether the PC/TV combo will overtake the low end PC is still unclear. Your point about the oversea manufacturers overtaking the US manufactures in the low end will happen. My belief is that the biggest benefactors of the low cost PC will be the Taiwan PC manufacturer and foundries. Acer is already seeing new life in their business, UMC and TSMC will eventually get business from AMD to produce the low end microprocessors. I personally believe that low end PC will be the internet appliance. The manufacturer will have ever more powerful systems at a lower price in the future canabalizing the home PC market.

In the US where many household have more than one PC, the consumer will upgrade less often, favoring a internet appliance. Overseas in developing countries, where consumers are first time PC buyers (similar to the U.S. a couple of years ago) will purchase the most powerful system available.

In the business world the same trend is just beginning. With the end result similar to what happend in the consumer market. In the server world the profit will continue to be good and growth continues.

So what does all this mean. Intel will continue to make money. The sales growth will continue to rise, but the gross margin will continue to fall. The overall earnings growth rate will stay flat. This will continue Intel develops new markets. Intel has hugh potential in the set top, cable modem, networking market with StrongArm. Especially, Intel's strong technical reputation, manufacturing capabilities.
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