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Technology Stocks : Intel Corporation (INTC)
INTC 39.50-3.1%Dec 11 3:59 PM EST
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To: Mary Cluney who wrote (123755)12/29/2000 1:49:14 AM
From: Amy J  Read Replies (1) of 186894
 
Hi Mary, RE: "They confuse the consumer PC industry with the computer industry. "

It is true that Walter has a leaning/preference towards consumer products (he just did a really nice write up about one of our advisor's consumer company), but his audience is consumers, not IT/MIS folks, so that sort of explains why the consumer slant can be a bit strong.

RE: "The PC is only a front end interface into the computer and at best it is about 20% of the computer industry."

Excellent post.

Regards,
Amy J
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