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

To: Mary Cluney who wrote (43587)1/2/1998 1:22:00 PM
From: moose  Respond to of 186894
 
I think today's POP in INTC is due to the lack of an earnings warning and nothing more.



To: Mary Cluney who wrote (43587)1/2/1998 1:24:00 PM
From: StockMan  Respond to of 186894
 
Mary,
Re -- If the computer (PC) reaches less than 50% of homes (and stays that way), then the sub 1k computer category will be a drag on margins for INTC, AMD, NSM, CPQ, DELL, GTW.....

Not necessarily true. Because costs are coming down, and homes are a small % of overall market.

Stockman


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