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

To: scott who wrote (38957)	11/5/1997 8:04:00 AM
From: Jay	Read Replies (1) \| Respond to of 186894

Scott, IMO sub 1k PCs are being bought for home use either by first-time PC buyers - or (as in my case) as a PC for a child One small piece of good news(?) - don't know what it is worth - I just checked the MUEI web site - they don't have any ready-to-ship computers advertised like they used to. Maybe retail demand is picking up and people should order their loaded PII PCs real soon JB

To: scott who wrote (38957)	11/5/1997 8:19:00 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Scott, re: "Anyone have an opinion on whether businesses are buying sub 1000 pcs?" Good question, I suspect that right now this level of PC is primarily limited to home use because the "total cost of ownership" issue makes the initial cost of a business PC relatively less significant. If corporation were to shift down to lower priced PC's that would be a very important factor for Intel's future earnings. John

To: scott who wrote (38957)	11/5/1997 8:51:00 AM
From: Jay	Respond to of 186894

Scott Re: Sub 1000s PCs The picture is brighteniing - Office Depot is advertising a Compaq PII-233, 32 MB, 6.5 Gb for $1799 - now that is a serious machine for Dad (I'm getting myself a PII-300 of course) JB

To: scott who wrote (38957)	11/5/1997 11:15:00 AM
From: John Chen	Read Replies (3) \| Respond to of 186894

Scott, exactly, that will be the NEXT BIG PROBLEM. Intel better address it soon. We tend to think corporate has money to burn. To a certain degree, they can afford more. But hopefully, they also manage money/asset. They may not buy Sub-1000 PC, but they will definite think it is better to buy-and-donate a lower price system than buy-and-upgrade- and-buy-and-upgrade-and... 80% of down/right sizing of computer resource coming, that's a whole new ball game. Another problem is the 'network-computing-paradigm'. Corporate will buy servers and cheap/PC as a smart terminal. But INTC should also be successful in that server market, sooner or later. (better be sooner). Afterall, Intel's processors can be used for both window/unix box, I can't see intel is a trouble for a long time. These sub-1000 environment created a bump and intel will go over it. It just takes time. Nobody knows the bottom, but I can't see how one can go wrong with INTC @75. The chance it goes back to over 100 is pretty certain even though the timing is anyone's guess.

To: scott who wrote (38957)	11/5/1997 4:00:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Scott, re: "Anyone have an opinion on whether businesses are buying sub 1000 pcs? Or, are we talking about home pcs? Businesses, except those on a shoestring, will not be buying sub $1000 PCs, at least not now. One thing companies loathe is constantly upgrading their PC farms. They like to do it, then, hopefully, not have to do it again for three years or so. The minimum new order PC here today would be a 166 MHz MMX, probably 64 MB memory, 4.3 GB HD, etc. That would be for MS Office stuff, although for complex spread sheet stuff in Finance or Accounting, P II or PPro based machines are used. These machines, in their applications, should last three years. For software development or CAD the fastest PPro or P II (or duals) currently available and within reason, would be specified. People have been looking at the future growth of PCs from many, many different angles. Another way to look at the future of PCs is that the two fastest growing high tech areas, software and network development, are using them up at a very rapidly growing rate. With most of the rest of all industries also going heavily to software for automation, and to the Internet and Intranets for communications, again, the use of PCs, workstations and servers should keep growing fast. And, if the economy stays out of trouble, companies will be buying a lot as they grow. Re Please keep in mind that businesses buy 80% of the pcs made. I don't have any numbers, on biz vs. home split, but this sounds much too heavy on the biz side. Regards, Tony