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

To: kash johal who wrote (97670)	1/26/2000 10:17:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 186894

kash - <This is IN DIRECT conflict with Intel which is stating record DEMAND.> I don't have a total view of the PC market. Admittedly, I just see the flow going through one section of the downstream pipe. PB

To: kash johal who wrote (97670)	1/27/2000 11:56:00 AM
From: John Hull	Read Replies (1) \| Respond to of 186894

Kash, re:"Frankly Gateway, CPQ, and now Dell have said that business corporate market is slow in Jan and likely feb as well. The corporate market is v.large percentage of overall PCs. This is IN DIRECT conflict with Intel which is stating record DEMAND." Don't believe you can make such an absolute conclusion. Intel's biz is now mostly (>50%) international. Among those you listed above, CPQ has a substantial, Dell reasonable, Gateway modest international exposure. Worldwide, corporate is majority, but not super-majority of PC's I think your conclusions make some assumptions that may not be valid. Intel's not "ignoring" anybody. regards, jh