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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

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Nov 21 9:30 AM EST

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To: GP Kavanaugh who wrote (80377)	5/3/1999 9:28:00 PM
From: Amy J	Read Replies (1) of 186894

GP, great report on eMachines. Who at MS researched/wrote it? How do you get their reports? I think this is also a great report covering the consumer market. Don't normally see reports full of great detail like this. Their analysis of the consumer market is quite good. I may have missed this, but what was the overall PC consumer retail vs. PC corp revenue breakdown? I noticed Dell's customer base is 15% consumer, the rest of Dell's biz is corporate. It would be nice to see a study on the PC server market (i.e. impact of Merced, PC server farms, website server growth, corporate servers etc.) as well as retail. I liked the part below too, as it relates to the consumer retail market. RE: "The arrival of 'fat pipes' into the home is the best hope for ASP stabilization, although we're probably a year or more away from the benefits becoming material on an industry level. Broadband links allowing, among other things, real-time video and easy access to large data files" Excellent report on eMachines. I hope they also write an overall industry report on the PC server/retail market. Amy J

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