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


To: Road Walker who wrote (102380)4/15/2000 9:25:00 AM
From: willcousa  Read Replies (1) | Respond to of 186894
 
Whether we are at the end of productivity gains may depend simply on whether there is venture capital available to fund developments at the pace we have been enjoying. It seems like some small company is giving us a telecom breakthru every day. So imho the market event can become an economic event very easily.



To: Road Walker who wrote (102380)4/15/2000 11:54:00 AM
From: Tony Viola  Respond to of 186894
 
John, >MHO, it comes down to a very big picture question: Are we near the end of the technology driven productivity gains?

I don't know, but if the growth of the Internet has anything to do with technology driven productivity gains, it's far from over. All projections I've seen for that, using different criteria, from connected devices to bandwidth, have it growing between 50% and 100% per year for as far as anyone has cared to estimate it (5 years the usual WAG period). I believe the growth of the Internet is a rough measuring tool for productivity, from business to business type activity all the way back to simple email (maybe not so simple anymore), with things like online videoconferencing in between. Even Greenspan keeps harping on these things as being the one saving grace that keeps us out of severe inflation.

Tony



To: Road Walker who wrote (102380)4/15/2000 12:55:00 PM
From: Felix Appolonia  Read Replies (3) | Respond to of 186894
 
John, Re <One thing for sure, if Intel were to disapoint on Tuesday, things will go from ugly to well, very ugly.>

What effect does this downturn have on Intel's portfolio investments in other companies. Last quarter their investments had positive impact on earnings. They have a large venture capital fund. What happens next quarter ?

Felix