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

To: StockMan who wrote (42866)	12/19/1997 11:21:00 AM
From: gnuman	Respond to of 186894

Stockman, re; more than 50% shipments to homes. I'm embarrassed. You're right, I misread the IDC numbers, and that ones wrong. However, Compaq will ship about 6 million PC's in 2H'97. I still think they'll capture at least 1 million of the sub-zeros in 2H, or 15-20% of total shipments. That's still probably less than 10% of revenues, but a lot of low-end PC's. Here's the link to IDC's charts. Click on "Strong demand for Q4.." and go to bottom of that page for charts. idcresearch.com Thanks, Gene