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Technology Stocks : Intel Corporation (INTC)

INTC 48.72

+3.0%

Jan 14 3:59 PM EST

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To: Diamond Jim who wrote (79004)	4/14/1999 9:57:00 AM
From: John Koligman	Read Replies (1) of 186894

Niles was pretty emphatic about the PC industry heading toward the 'cell phone model', with PC's being given away free with an ISP package. Agree with you on the interview, he was uniformly negative, said Intel will be volatile going into the summer, but that it's going down. He talked about ASP's being down and continuing to do so. He also agreed to some extent with CPQ's CEO that PC weakness is not limited to CPQ... Regards, John

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