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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: Joe NYC who wrote (118182)11/17/2000 9:55:07 AM
From: GVTucker  Read Replies (2) of 186894
 
First Boston comments from COMDEX, this morning:

(1) Most motherboard, memory, and chipset manufacturers we spoke with were fairly skeptical about the return of demand in the mainstream PC market and this skepticism extended well into the March quarter.
(2) Sales of internet appliances may actually exceed the hype in 2001.
(3) PC makers are using peripherals to differentiate themselves to attract consumers
(4) DDR memory appears to be the next generation choice for the mainstream PC market.
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