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Technology Stocks : Intel Corporation (INTC)
INTC 37.51-0.8%3:59 PM EST
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To: t2 who wrote (121118)12/7/2000 2:44:13 PM
From: Tony Viola  Read Replies (1) of 186894
 
t2, >NSM's conference call----PC market may not be as bad as Gateway may have lead us to believe. That is the sense I got from the National Semiconductor cc this afternoon.

Problem is that NSM's exposure to the PC market is miniscule compared with a lot of other companies we know.

Actually, IDC's report that came out today is not that bad at all (the one that says Asia and notebooks are helping hold the thing together). Thing is, in this kind of market, the street is believing the Apples and Gateways more than the IDCs, CPQs and Intels.
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