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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: Road Walker who wrote (145681)	10/19/2001 12:54:40 PM
From: Tony Viola	Read Replies (1) of 186894

John, <<<There have been CIO surveys (sorry no link) that report that 70%+ plan to upgrade/replace PC's next year. But was that before 9/11? Well, even if they did close the checkbook after that in knee-jerk fashion, they probably go back to business as usual at some point, for all of these reasons of yours: <<<Windows XP should be gaining traction by at least the second quarter of next year, for consumers. MHz will probably be in the 2 GHz to 2.5 GHz range by the second half (anyone correct me if I'm wrong), making the current product base seem very slow. So the stars may be aligned to give us a "snap back" in demand. Tony

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