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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST
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To: Dan3 who wrote (137012)6/8/2001 9:14:19 AM
From: GVTucker  Read Replies (1) of 186894
 
Here's a quick summary of the comments from the thread's current favorite son, Ashok Kumar:

As about 20% of the US IT investments over the last five years was in excess of demand, it is highly unlikely that we will see a sharp recovery off the bottom. Also, the extent of fiscal and monetary stimulus that is required to absorb the infrastructure overhang to embark up0on endogenous growth remains uncertain. With macroeconomic headwind, it is likely that PC industry growth rates will be sub-10%, well below recent trendline.

However, sentiment surround the PC sector is so extreme that due to seasonal effects we should have a trading rally into the 2H. If you want to speculate, follow optimists first and switch to pessimists as reality emerges.
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