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


To: GVTucker who wrote (178152)5/26/2004 5:38:23 PM
From: Amy J  Respond to of 186894
 
GV, what do you think about Intel's valuation, given Gartner's report?

They are projecting well-more-than Y2K replacements for this year and then a rather healthy uptick for replacements next year.

Believe we are in the middle of an up cycle, but I wouldn't buy leaps given the gas prices and the world risks.

On another note, am already frustrated with my home computer purchased less than a year ago. First time that's happened. Usually it takes 2 years to get frustrated with a new system. The home systems are a bit behind the times for my needs.

Am certainly not surprised projected replacements are high for this year and next.

Regards,
Amy J