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Technology Stocks : Intel Corporation (INTC)
INTC 34.65+1.0%12:10 PM EST

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To: Amy J who wrote (97687)1/27/2000 7:42:00 AM
From: Road Walker  Read Replies (1) of 186894
 
Amy J, re: disconnect

Another part of the equation is the "recovering" Asian market. Large growth in those markets, coupled with good growth in Europe and Latin America, could be taking up slack from domestic corporate sales. This would barely show up on Gateway's projections, and have a limited effect on Dell's results, but could have a significant impact on Intel's unit sales.

I wouldn't want to be on the committee that decides where the chip allocations go, domestic or overseas.

John
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