Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: exhon2004 who wrote (100236)	3/4/2000 1:50:00 PM
From: Paul Engel	Respond to of 186894

greg - Re: ". What do you think of the theory that Intel is the best W2K play? Intel receives direct benefit and doesn't have the cloud hanging over it that msft does." I think Intel is and will be benefitting greatly from Windows 2000. However, Microsoft has been beaten down recently (except for the past two trading days) and I think they will benefit immensely. As Windows 2000 gets "wrung out", it will be migrating into the higher and LOWER segments of the market place. Not only into more 4 and 8-way and 16-way servers, but into more and more business desktops and laptops. Remember - Microsoft gets additional sales besides the OS - with their Back Office-type application products - which generate a lot of revenue. Microsoft is going to do exceptionally well - and my guess is that once the DOJ action is settled, Microsoft will be Northbound in a big way. Paul