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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (87769)	9/4/1999 10:10:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 186894

Paul, <I don't think Intel needs the Coppemine to "carry" the quarter.> One area which continues to be under appreciated is the mobile arena...especially in the business world (read high end, desktop replacements) where INTC continues to have a virtual monopoly. These suckers are high margin and the migration towards notebooks continues to be very strong. It amazes me how little we hear about Intel's dominance and potential in this segment. Here is a good summary page for those interested in the migration towards mobile computing. intel.com Our Fortune 500 company is also following this trend. Most employees who do any significant traveling are choosing to get high end notebooks and docking stations instead of desktops. Overall demand for notebooks is growing so fast that TFT displays are in short supply. Here are a couple quotes from recent earnings reports. From Dell's earnings report: "Total revenue from Inspiron and Latitude notebook computers rose 49 percent despite continued industry wide constraints on the supply of flat-panel displays." From HP's earnings report: "notebook PCs saw particular strength in unit growth, the company said." Other box makers such as IBM are making similar observations. It's curious that there is so much hoopla over the low end sub-'whatever' sector and virtually no mention of the importance, growth rate, high margins, and future potential of the mobile sector. FF