Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 46.48

-4.5%

Jan 30 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (98659)	2/10/2000 12:29:00 AM
From: Amit Patel	Read Replies (1) of 186894

Tony, Re : Do you think the PC OEMs can come back to life? HP sure has. I don't know about Dell. My thinking is that server/high-end market may do very well (Xeons, Itanium, 800MHz+ coppermine, and overall demand) next few quarters. Intel will need CPQ and Dell to get into the high-end market to compete with Sun. HP, like you mentioned, has come to life. Dell is perhaps low right now, partly due to CuMine supply problem. I wouldn't be surprised to see Dell up to $45 after the bad news (their earnings this thursday) is out. Dell will make their usual bullish forecast! My thinking is relatively short-term here. But then I haven't done well with Dell, so what do I know! Missed out all of Dells run and when I did get it early last year, Dells stock hit a wall. CPQ, OTOH may benefit most from Intel based server sales, but they may carry other baggage. What are your thoughts ? -Amit.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next