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Technology Stocks : Intel Corporation (INTC)

INTC 36.85

+1.6%

3:59 PM EST

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To: BelowTheCrowd who wrote (142594)	9/1/2001 10:47:55 AM
From: Mary Cluney	Read Replies (1) of 186894

Michael, <<<I'm not saying that I would run out and look for ancient machines when we need to buy additional stuff. When we need to buy new, I generally recommend something in the middle of the range. Certainly I can justify an extra $50-100 when I already need to buy something. Very different from trying to justify outright replacement of every box in the house, "just in case.">>> When there is evidence that companies are replacing every box in the house, is when I short Intel. That is the sign of another bubble. IMO, the most likely scenario will be for companies to opt for replacing a percentage (20-25%) of their boxes each year as an on-going cost of doing business. When they do replace their computers, IMO, they should opt for the most advanced and powerful computers they can afford regardless of what their consultants tell them. To try to find the optimum speed grade for their processors (excuse the expression) is like high tech masturbation. If you spend the extra $100 for the fastest processor you can buy and when the computer bogs down, you know it is not the processor - or in any case, there is nothing you can do about it - if it is the processor. Mary

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