Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.75

+3.6%

Nov 24 3:59 PM EST

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To: Road Walker who wrote (103110)	5/3/2000 12:00:00 PM
From: Harry Landsiedel	Read Replies (1) of 186894

John Fowler. Re: "Did you get a chance to listen to the re-play?" I have not had a chance as yet but plan to do so soon. Re: "I'm a little worried that they will over-build capacity." I agree. That could be an issue down the track. But I keep reading that the PC upgrade cycle is increasing among companies contributing to stronger demand. Not to mention stronger server demand. Did you see the following from the Motley Fool? "Bryant also took notice of Intel's need to double its server volume every year since 1997, as well as the need to replace and upgrade 38,000 PCs inside the organization in order to best take advantage of greater bandwidth and new e-business software." All these factors indicate increasing demand that could ripple through Intel's customer base. HL

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