Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: Jules B. Garfunkel who wrote (177046)	2/13/2004 3:46:25 PM
From: Lizzie Tudor	Read Replies (1) of 186894

I don't think AMD is a big deal wrt Intel's stock price either. What Intel and Cisco and friends need is a high ASP, US based capex cycle. The durable goods numbers, as a whole have been a huge disappointment. Capex just isn't happening, or isn't happening to the degree that it needs to to get these companies to rally. Cisco in the same boat. This kind of thing is really a mixed blessing imho, Falling computer parts prices could boost Dell biz.yahoo.com The Dell numbers as a whole were on balance a positive for tech though.

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