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

To: MythMan who wrote (42701)	12/18/1997 8:23:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Pete, The 15% to 20% growth rates are from research firms that are paid good money to survey potential buyers. Intel has said that top line growth would be flat to slightly up FOR THIS QUARTER due to major customers going to a build to order strategy, drawing CPU's from inventory before ordering new processors. They expected this transition to conclude within this quarter. I'm not sure where you are getting your information on retail and business PC sales, the research I am reading is contrary to your conclusion. The overall tech sentiment is a good reason to be negative short term, but that can and will change on a dime. The question is not if but when it will change. John