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

To: Mo Chips who wrote (46178)	1/21/1998 3:52:00 PM
From: David S.	Read Replies (3) \| Respond to of 186894

Mo Chips: You post makes some sense, as compared to the baloney you were spouting last weeks, but you simplify the issue a bit too much. It is probably true that most households will not changeover their PCs as fast as businesses do, you are deriving your model from color TV and VCR sales which are products that have not changed as dramatically over the years as have computers which go through a performance revolution every 18 months. What drives computer upgrade sales is the rapid changes in software performance - which use the CPU to capacity in order to compete on sales. You are also failing to factor in the pressure from kids in a household to have the latest games, etc. So I would modify your view and estimate a slower CPU turnover in homes, 3 - 7 years, vs. maybe 2 - 4 years for businesses. The other thing you forget is worldwide growth in PC sales wherein the US market will at sometime become a smaller component. Just a 10% penetration in China could dwarf US sales going from 40% to 80%. Regards, David S. Long on Intel and Iomega PS: Iomega is starting to move. Earning tomorrow. Big!!!