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Technology Stocks : Intel Corporation (INTC)

INTC 35.52

-1.2%

3:59 PM EST

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To: GVTucker who wrote (97977)	2/1/2000 9:33:00 AM
From: Tony Viola	Read Replies (1) of 186894

GV, Re: "The whole reason that Dell waited so long to warn (they warned 2 days before the quarter ended) was that they thought that in January there would be a sharp recovery form Y2K. Instead, there was no recovery at all, suggesting that the soft corporate demand might have other causes, not the least of which might be Win 2000." Trying to imagine the scenario whereby companies buy or don't buy PCs and workstations in advance of a software upgrade they know they are going to. I guess nowadays they buy them with the new SW, W2K in this case, loaded and tested, rather than buy new HW and put it on themselves. It wasn't always that way. Of course, not all people that are going to W2K will do it right away. Some will wait for the second edition. Microsoft has said not to expect a significant bump themselves due to W2K until later this year. Tony

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