SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%Nov 20 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (28862)8/9/1997 1:50:00 PM
From: Fred Fahmy   of 186894
 
Paul,

<I only have a guess - $3795 to $5500 and thereabouts.>

I would guess a range about $1000 higher than yours (i.e. 4800-6500). I bought a new notebook just 2 months ago so I have a pretty good feel for notebook pricing. At anyrate, I agree that these notebooks will generate significantl revenues. They should also help box makers maintain their overall margins as desktop prices continue to decline.

The number of notebbooks we have pruchased where I work (5000 employees, 2 billion+ revenue) has been inredible over the last two years and the acceleration continues. When upgrading, many employees are choosing to get powerful notebooks with docking stations instead of conevnetional desktop units. I think the notebook explosion (which I consider to have started late last year/early this year) will continue to expand and will contribute more to INTC's bottom line than many people have estimated. IMO, the opprotunity from the increasing sales of notebooks has not been fully taken into account when assesing INTC's future potential.

Regards,

FF
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext