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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

+0.6%

Dec 3 3:59 PM EST

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To: semiconeng who wrote (124207)	1/4/2001 10:00:11 PM
From: maui_dude	Read Replies (1) of 186894

semiconeng, Re : "Ohhh Nooo Nooo Nooo, can't be. Why only recently, an AMDroid told me that laptops were only 5-20% of the market, and only an Intel fan would hope for 20%, so I "just don't see" how any seller could be saying 33.33%" You are stretching one data point way too far. Based on what Paul O said in november webcast, Intel's laptop sale will fall in the 5%-20% range. He said Intel expects to reach 25% (laptop of overall market) by year 2005 and assuming that laptop Y2Y growth will be (a lot) higher than desktop. So, working backwards, 5-20% range of laptop percentage is accurate. My guess would be about 10-12%. check out slide 49 of presentation (Nov 1, 2000)at event.mediaondemand.com Maui.

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