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

To: Michael Bakunin who wrote (93262)	12/1/1999 4:24:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Michael, Lewis Platt, the chairman of HP was on CNBC this afternoon. He said PC sales were great, in fact they were "capacity constrained". Tech Data's revenues were up 44% year over year. They warned that Y2K would slow sales growth to their largest corporate customers in the 4th Q, but that sales would "surge" in the first quarter. Assuming that Tech Data can be used as a proxy for the worldwide PC market, do you feel that you shouldn't hold PC involved stocks now? Remember, Y2K is today +30, almost over if you are investing for the future. In any event, good luck. John