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

To: bambs who wrote (153368)	12/31/2001 1:02:45 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

re:Admit there is no real upgrade cycle going on now and there won't likely be next year we'll see about this. i think many will be caught off-guard here. several individuals i know who are working for comapnies that are not doing well, will still be getting an upgrade in notebooks next year. companies can't keep deferring IT purchases for very much longer. Its been 3 years since last cycle. Notebooks, in particular, have seen a huge performance increase since then. As for when the economy turns & companies start to actually turn profitable, watch out for IT spending! Intel has built enough capacity to take advantage of this opportunity...unlike last upgrade cycle. Joey

To: bambs who wrote (153368)	12/31/2001 1:08:41 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Bambs, Re: "Admit there is no real upgrade cycle going on now and there won't likely be next year" On the contrary, there are millions of users in need of an upgrade right now. Market research shows that more than 65% of the installed base has computers running less than 500MHz. While you can make an argument about Word Processing, surfing the Internet, reading E-Mail, yatta, yatta, I think that a good percentage of these people want something more with their systems. The CPU isn't everything. Most people are going to want to upgrade to periferals that will be USB 2.0. These people will upgrade their system to the newest processor while they are at it. Many businesses still go through regular upgrade cycles, and just because there is no immediate use for more power, it's not going to stop all of them from upgrading regularly. Many people want more storage, more memory, or faster video, and opt for a brand new system, rather than shoehorning upgrades into their current box. I don't see the upgrade cycle being any different these days than it was several years ago. Back when Windows 98 had just come out, people wondered why you needed anything more than a Pentium - yet many still upgraded. Running E-Mail and browsing the Internet and writing papers isn't all that you want to do with a computer. People realized it then, and they'll realize it now. Re: "Admit that the earnings of 1999 and 2000 were bubble earnings." Right after you admit that 2001 was a pothole for earnings. Re: "Now the gap between real actual numbers and proforma has risen to 80%. Will we hit 100% this quarter with a big fat charge?" You seem to still be concerned with the current profits situation. And this is after many people have explained to you about this market having a number of fixed costs, which don't expand as much with growing revenue. Therefore, a 20% growth in revenue would result in a much larger growth in profits. On the other hand, if you have ignored everyone else's points, you will surely ignore mine. Suit yourself. Good luck on your shorts. Just be careful not to lose your shorts. <g> Re: Points 1-12 Many of these points are things that are going to affect the global economy. And it surprises me that you are so confident in a recovery if you see Intel's future as so dismal. It doesn't really add up, if you ask me. It makes me wonder if it's true about you being another member of this forum under a different alias. At any rate, your gold and silver investments will probably do quite well. Best of luck. wbmw