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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST

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To: nihil who wrote (100470)3/7/2000 3:04:00 PM
From: jackrabbit  Read Replies (2) of 186894
 
Nihil --

Thanks for your perspective. I still believe in the strong future of the CPU business. Only 1.7% of the world's population has a computer. As the installed base increases, upgrades will increase as well. There will be new killer apps like voice recognition that may cause everyone to upgrade at once. Intel also has a great shot of moving higher up the server food chain with Itanium. The CPU business is great right now, and by all accounts it could have been even better.

I would hate to sell Intel, but would not hold it just to participate in the new businesses. There are other companies that do those businesses much better.

Regards,

John
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