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

To: Gersh Avery who wrote (50980)	3/23/1998 1:17:00 PM
From: Paul Engel	Respond to of 186894

Gersh - Re: ". Is that a recovery from where we are now or from where we are about to be?" I guess my answer to that is "from both". As the PC market grows, the number of PCs sold per year will exceed 150,000,000 by 2001 - assuming a 15% CAGR. Add to that the Servers required to "handle" the additional (by that time 150,000,000 + 130,0000,000..) 500,000,000 "potential" on-line customers and we're talking about some huge volumes of powerful CPUs. And who is best situated to dominate these markets? Intel. So near term, things may be rocky but over 3 or 4 years several economic cycles may have been played out and Intel will have participated enormously from the upside of these cycles. Of course there will be pull backs along the way as these upside cycles always are accompanied by downside cycles. Paul