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

To: GVTucker who wrote (178237)	5/31/2004 1:18:57 PM
From: puborectalis	Read Replies (2) \| Respond to of 186894

Global chip sales, which rose 14 percent in 2003, may surge as much as 32 percent this year to $234 billion, in what may be a ``boom year,'' Gartner analyst Andrew Norwood said. Personal computer shipments will grow 13 percent in 2004, the fastest annual pace since 2000, according to technology market researcher Isuppli Corp. Sales of liquid crystal displays geared for televisions and monitors are poised to rise 56 percent this year to $37 billion, according to researcher IDC. Samsung Electronics, the world's third-largest maker of mobile phones, said in January that the majority of its handsets will be equipped with cameras this year, compared with 18 percent in 2003.

To: GVTucker who wrote (178237)	6/1/2004 5:12:48 AM
From: Amy J	Read Replies (4) \| Respond to of 186894

OT Thread and GV, this post is for the regular friendly posters on Intel. The accountant showed me our A/R's on Friday. Assuming she collects all receivables, our company is profitable. It's possible this could be a nice turning point. But the real exciting news is just before leaving work on Friday, I received a signed oem contract with a company that has quite a fair number of resellers (it would take several years to meet all of them if we met one a day.) The cool thing is we successfully negotiated to have our technology logo placed on the outside of the solution with their logo, so our technology becomes more widely branded and presented to end-users. On another note, I may be completely wrong, but I still think WS is minimizing the Gartner report - because they seem to have the tendency to ignore earnings leverage from volume during the less-optimistic times, but then over-state it during the booms. Regards, Amy J