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Technology Stocks : Intel Corporation (INTC)
INTC 48.32-0.8%Jan 15 3:59 PM EST
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To: greenspirit who wrote (8049)1/13/1997 10:30:00 PM
From: Fred Fahmy   of 186894
 
Michael,

<<Consumer PC sales in the United States, which represent about 10% of the worldwide market...>>

This is really a key statement. People often try to equate a slowdown in US retail PC sales to a general industry slowdown. The figure above really puts things in perspective. In addition much of this 10% is now going through the direct channel (i.e. DELL, GATE, MUEI - Micron) which is booming so the US retail channel probably accounts for something less than 5% of the worldwide market. Hardly a bell weather for the industry.

FF
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