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Technology Stocks : Intel Corporation (INTC)

INTC 35.15

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3:23 PM EST

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To: Larry Ames who wrote (51394)	3/26/1998 11:50:00 PM
From: Mary Cluney	Read Replies (2) of 186894

Larry,>>>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?<<< For personal use, my WAG for unit sales is 55% business and 45% consumer. Virtually all of the higher asp business sales are Intel. There are some estimates that alternative PC's have captured 35-40% of retail sales. If true, that is pretty much in line with the 80% number for Intel share of the total PC market. Recent Compaq turmoil has created a lot of uncertainty (much of it may be unwarrented) - and Tom Kurlak is using this to advantage and further his own agenda. But Michael Dell seems unperturbed - and gives the rest of us some hope that it is nothing but over amibitious Compaq making some bad calls. Almost like those Arab oil ministers - cheating on each other and screwing up the market for themselves - when they have a terrific thing going. Regards, Mary Cluney

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