Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.28

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2:29 PM EST

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To: wanna_bmw who wrote (162439)	3/18/2002 11:59:22 AM
From: Road Walker	Read Replies (1) of 186894

WBMW, re: Isn't this the same song that girl has been singing for the last six months at least? That doesn't mean she's wrong. I don't think anyone can predict when the next corporate upgrade cycle will hit, but if the usual ~3 year cycle is intact, it should start this year. A good argument can be made that the speed improvements for PC's haven't been as great, so that the cycle may be delayed. Hell, I don't know. A lot has to do with depreciation, and the new stimulus package wrt accelerated depreciation can't hurt. Whenever the replacement cycle hits for all those PC's sold between mid-99 and mid-00 hits, it should be very strong. John

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