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Technology Stocks : Intel Corporation (INTC)

INTC 36.08

-3.2%

Dec 17 3:59 PM EST

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To: Mary Cluney who wrote (48280)	2/20/1998 3:41:00 PM
From: MulhollandDrive	Read Replies (2) of 186894

Mary,regarding the consumer part of the PC market, while true that the margins are much lower, I think the consumer PC market could very well be the driver of the next chip cycle. For instance, once you've established the previously untapped market with the sub-1000 machines, what do you suppose will happen once the learning curve has been driven down? You won't be getting live video or voice activation on those machines, so the next upgrade cycle seems a given. bp

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