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Technology Stocks : Intel Corporation (INTC)
INTC 48.90+0.6%2:28 PM EST

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To: Jules B. Garfunkel who wrote (3024)8/23/1996 2:03:00 PM
From: Road Walker   of 186894
 
Jules, a couple of questions, I respect your opinion primarily because of your reputation on another BB (*P):

1. It seems to me that we are on the verge of an upgrade cycle, for both the consumer and corporate markets. What do you think are accurate revenue projections through the 3rd / 4th Qtr?

2. What are the profit implications of a strong upgrade cycle through the remainder of 1996?

In MHO things look very good going forward; there also isn't another explination for the historically high PE. I would just like to see a dip to accumulate.

John
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