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

To: Road Walker who wrote (37541)	10/24/1997 9:01:00 PM
From: greenspirit	Read Replies (1) \| Respond to of 186894

Hi John, I found this tonight and didn't know Intel was working in this area. Thought you might find it interesting. connectedpc.com Michael p.s. Regards previous post. Maybe some people don't realize you can start your own thread on SI if you don't like this one???

To: Road Walker who wrote (37541)	10/25/1997 11:32:00 AM
From: William Hunt	Read Replies (1) \| Respond to of 186894

JOHN GOOD MORNING ! The past week and half have really tested the confidence in the technology stocks . I still feel as I stated earlier we will see 1575 on the NASD before we see a christmas rally . WE have not quite got to the point where they "throw the baby out with the bathwater" . Still feel very strong about INTEL and CPQ for the long term for different reasons : 1) CPQ - HAS A LOT OF MARKET SHARE THEY CAN GROW +THEY ARE ALREADY IN THE SUB 1000 PC WITH A PROFIT MARGIN OF 9% + THE TAMDEN BUY GIVES THEM A STRONG FOOT HOLD IN THE SERVER MARKET 2) THE ONLY QUESTION I HAVE ABOUT INTEL FOR THE SHORT TERM IS HOW THEY HANDLE THE SUB 1000 PC MARKET IN ORDER TO KEEP BRAND RECONIGTION FOR REPEAT CUSTOMERS . THE " KILLER APPLICATIONS" EVERYONE TALKS ABOUT TO BUY A HIGH END MACHINE ARE AVAILABLE - THE ONLY QUESTION IS BANDWIDTH TO DELIVER AND TO BE ABLE TO USE THESE APPLICATIONS . HOPEFULLY CSCO AND OTHERS CAN HELP RESOLVED THIS ISSUE IN 1998 Starting to become tempted with the price of AMAT and several other technology stocks BEST WISHES BILL.