Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

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To: Mary Cluney who wrote (51388)	3/26/1998 10:43:00 PM
From: Larry Ames	Read Replies (1) of 186894

Mary, It seems like a lot of the discussion on this thread is based on what Intel is doing in the personal market. I'm not sure what the personal PC represents as a percent of Intels total business? I received a Goldman Sachs Feb '98 survey today (I'm a large corp guy) which to me indicates considerable strength in the corporate market. It's a long survey of Fortune 700 companies but let me pick some of the key findings: - Spending on technology is expected to increase in 1998. - PC spending the same or higher than 1997. Unit growth +5-10% - Corporate buyers reluctant to buy <$1K PC, prefer "longer life" high end machines. - Spending is moving towards high end servers - away from desktop. (good for Intel, right?) - Strong increase in spending for NT - Unix holding steady. All in all, I read this as positive for Intel and helps offset some of the doom&gloom over losses of share to AMD and loss of sales to Asia. Larry

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