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


To: Joe NYC who wrote (130806)3/24/2001 8:04:45 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Joe,

I was at a major SW/HW show the past week and the sponsoring people had notebooks everywhere. They were set up in one area for conference registrations, another for email/web searching, etc., another for searching/viewing/capturing the papers being delivered. I didn't see a single desktop, even though, for purposes of giving enough space to people, they could have set up row on row of desktops just as well. WAG the sponsor must have had 500 notebooks there. And, of course, most of the attendees had their own notebooks they brought along. If this is any indicator at all, notebooks are accelerating their gains vs. desktop. Of course, the primary home PC probably remains a desktop. Not so sure about corporate, as I see more and more people using a notebook with docking station in the office and then easily taking it on the road. No pain of having files with different versions on a desktop and a notebook.

Intel's dominance in notebooks should start to really pay off when the current economic malaise lifts.

Tony