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

To: John Hull who wrote (146559)	10/31/2001 8:50:53 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

John ok, that might be somewhat high but I do have to point you to few intel's bits 1) about y/y growth of 18% 2) 300 mil pc under 500 MHz 3) 450 mil pcs under 750 MHz 4) by 2005 the usage of internet would double from 500 mil to 1 Bil if we take 1 and apply to current 140 for 2 years (recall that capacity is by the end of '02 and hence for '03) we get ~200mil if we apply it to amd's 30mil we get 42 mil. You pointed out yourself that 50 mil is a max so 8 mil security blanket is reasonable, I think. Now, what about this other topic that you are avoiding - intel's overcapacity Regards -Albert