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


To: puborectalis who wrote (178069)5/26/2004 4:01:16 AM
From: Amy J  Respond to of 186894
 
Fallope, there's a Gartner report estimating the number of pc replacements this year, will be greater than Y2K. And next year, they estimate it will be substantially more. (I'll skip the details).

If this estimate is true, the silicon stocks start looking low.

Probably time to push out the calls or maybe not write more. Of course, there's always the bin Laden risk, which I believe will happen.

Regards,
Amy J