Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

-7.4%

Dec 4 3:59 PM EST

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To: Road Walker who wrote (102836)	4/24/2000 11:40:00 AM
From: Tony Viola	Read Replies (1) of 186894

John, >From this mornings WSJ, on 1st quarter PC sales growth YOY (units). IDC claims 20%; Dataquest 15%. That's good, isn't it? Did the Journal print any words around whether they thought that was good YOY growth? Of course, depends on type/size/power of the PCs in the mixture. Still, I've been seeing that PC ASPs have actually been going up. Like Amy and Ten have implied, a lot of companies, not just Intel, need Intel to fix the demand/supply problem they're in right now. That would be fix the supply before the demand goes away. FWIW, saw quite a few 800 MHz PIIIs at Sunnyvale Costco on Saturday. Saw one 1000 MHz Athlon. Oh well, at least I don't have to worry about unretiring. :- Tony

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