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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: Amy J who wrote (178745)7/19/2004 4:23:52 PM
From: robert b furman  Read Replies (2) of 186894
 
HI Amy,
That would be tw quarters in a row Microsoft would speak strongly about the upgrade cycle.

Although Microsoft hasn't been a real leader here - it baffles me how a positive read on Msft doesn't get tranferred into a positive read for Intel.

Perhaps todays turn will signal a bottoming process here.

Masft nat TXN will both be this week and are good additional signs of chip volume/demand.

Bob
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