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Technology Stocks : Intel Corporation (INTC)

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To: mauser96 who wrote (33188)	9/29/1997 11:49:00 PM
From: Harry Landsiedel	of 186894

Lucius. Re: "but with 35% or more of homes already having a PC, computer companies will have to depend more and more on persuading present owners to buy a new one." Not so fast. From the CPQ thread, I'm reading that the under $1,000 computers are accelerating penetration to new users and expanding the number of computers in the home. At the same time the hi-end models are appealing to those upgrading. "Unless a new killer ap comes along this is not going to be easy." How about the Internet, E-mail, digital photography, games. The key here is there are lots of uses to chose from. All these aps are making the device less of a "computer" and more of an "interactive communicating device". I wonder if people figured sales of telephones would flatten out once they reached 35%-40% penetration? HL

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