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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Road Walker who wrote (95757)1/12/2000 12:26:00 PM
From: Paul Engel  Read Replies (2) of 186894
 
John - Re: "would not be surprised if Intel were to exceed $3 [a share earnings] this year of $4 next," "

Too bad Intel can't get a 250 or 500 P/E ratio like Yahoo or Qualcomm !

Re: " I don't believe the upgrade cycle for Windows 2000 will compare with 3.1 or 95, but it will be significant"

You're most likely correct - since the Win 2K will apply to servers, workstations and VERY high end, specialized PCs - not the big volume segment of PCs.

However, the Win 2K segment is very high priced machinery, nonetheless.

Also - Microsoft has "implied" that Millennium - a Windows 98 follow on - should be ready to go late this year.

If their track record holds up, they should release this in LATE 2001 - so LATE NEXT year we could see another upgrade cycle.

Paul
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