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Technology Stocks : Intel Corporation (INTC)
INTC 36.61-3.4%10:37 AM EST
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To: John Hull who wrote (97951)2/7/2000 2:26:00 PM
From: Michael Bakunin  Read Replies (2) of 186894
 
FYI: Kumar/Piper Jaffray on PC demand. "While the short-term outlook is promising, we see storm clouds gathering on the horizon. We believe that the PC market in the mature geographies is essentially comprised of replacement purchases and the incremental penetration opportunity in the emerging markets has been overstated. The net result is that it is very likely that WW PC unit growth rates peak this year. The prolonged period of waning PC industry revenues will shift the industry balance in favor of service and solutions providers." Cheers, -mb
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