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To: Paul Engel who wrote (109667)9/11/2000 2:17:00 PM
From: The Duke of URLĀ©  Read Replies (1) | Respond to of 186894
 
New announcement from Intel's website:

Intel Executive Webcast 2000
Mark your calendars, The Intel Executive Webcast 2000 is scheduled for 11/1/2000 from 2-4PM PDT, stay tuned for more information.

intc.com



To: Paul Engel who wrote (109667)9/11/2000 6:31:46 PM
From: Harry Landsiedel  Read Replies (2) | Respond to of 186894
 
Paul Engel. Re: PC Demand: 2nd Half. Hit the following URL for Paine Webber report on PC's"

siliconinvestor.com

It seems CPQ has finally come home to Intel:

Compaq should thrive on the market's overall growth, especially now that the company has regained its top position in retail, Young said. "There's clearly evidence that Compaq is executing well," he said. The top-selling models of Compaq are all powered by chips from Intel (Nasdaq: INTC), which won't please the Advanced Micro Devices (NYSE: AMD).

"It's really a huge Intel bet that Compaq is making," Young said. "Getting completely behind Intel on the Celeron product and the Pentium III, rather than AMD, seems to have paid off big-time for Compaq."

Chip brands notwithstanding, the PC industry has benefited from an end to falling prices for the most part, Young said, though he noted Dell (Nasdaq: DELL) is pricing its lower-end PCs aggressively. Still, Young expects overall prices to rise for the sector. "Second half results are likely to represent the first positive ASP trend (y/y) in more than two years producing industry revenue growth in excess of unit growth," Young writes.


HL