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

To: Road Walker who wrote (97689)	1/27/2000 10:07:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

John, <<< re: disconnect >>> I agree with you: 1. Asian recovery 2. European growth and robust economy 3. Latin American growth And, I agree with Amy: 1. 1Q seasonality 2. Waiting for W2k The disconnect I believe is with Y2K spending. Y2K was a pure software problem and money was spent on remediation of legacy application software on mainframe computers. It had almost nothing to do with hardware. If anything, large Corporations were not introducing hardware until Y2K software issues were resolved. The disconnect I believe is that hardware sales will accellerate due to pent up demand as results of Y2K issues being resolved. Dell's problem is with the rate of growth. At $25B, they can't grow by 50% annually. 30% is more reasonable. This does not effect Intel. Mary