Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 54.26

+11.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gersh Avery who wrote (50980)	3/23/1998 1:17:00 PM
From: Paul Engel	of 186894

Gersh - Re: ". Is that a recovery from where we are now or from where we are about to be?" I guess my answer to that is "from both". As the PC market grows, the number of PCs sold per year will exceed 150,000,000 by 2001 - assuming a 15% CAGR. Add to that the Servers required to "handle" the additional (by that time 150,000,000 + 130,0000,000..) 500,000,000 "potential" on-line customers and we're talking about some huge volumes of powerful CPUs. And who is best situated to dominate these markets? Intel. So near term, things may be rocky but over 3 or 4 years several economic cycles may have been played out and Intel will have participated enormously from the upside of these cycles. Of course there will be pull backs along the way as these upside cycles always are accompanied by downside cycles. Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next