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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.2%

Dec 12 3:59 PM EST

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To: Amy J who wrote (90756)	10/21/1999 3:37:00 PM
From: Road Walker	Read Replies (2) of 186894

Amy, Thank you for your well thought-out note, I agree with your conclusions. I would think that the sales cycle for the big iron that IBM sells would be six months or more. I'm making this up as I go along, but my assumption would be that most of this hardware is custom, and therefore orders would be in house well before installation is scheduled. We're almost through October, again I assume current orders would be for installations well after the first of the year. If my assumptions are correct, shouldn't IBM have had visibility of their weakness many months ago? On another subject, after Y2K is behind us, I wonder what will happen to all those Y2K fix budget dollars? They could go to the bottom line, or they could go towards more/newer hardware, software and network stuff. The IT/MIS guys won't want their budgets cut. John

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