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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

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3:59 PM EST

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To: Road Walker who wrote (162444)	3/18/2002 12:45:00 PM
From: wanna_bmw	Read Replies (3) of 186894

John, Re: "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." Do you really believe that argument? It seems to me that speed improvements for PCs have been greater in these past 3 years than they ever have been before. In February, 1999, three years ago, Intel launched the Pentium III 500MHz. Now, only three years later, Intel has launched CPUs breaking the 2.0GHz barrier. While not exactly 4x faster, these new products have the perception to the end user (including corporate end-users) of vastly increasing productivity. I see continued budget cuts as more of an issue than dwindling demand for faster PCs, but that's just MHO. wbmw

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