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

To: David S. who wrote (51367)	3/26/1998 5:33:00 PM
From: Jim McMannis	Respond to of 186894

I agree, I'm not positive about the 65% number either. If true it would apply to boxes sold in retail stores...where, in Jan., 71% of IBMs boxes were non Intel and 60% of Compaqs were non-Intel. Overall, I doubt seriously that Intel has only 65%...if you count business, servers and the like. On the other hand, the trend is clear... I just heard on CNBC that Compaq has slashed prices again and is offering some models at $500 to clear inventory. The adds they showed looked like 233 Mhz w/MMX. Also that PC sales growth dropped 1.8% worldwide from 1996 to 1997. Worse in the USA....from 19% growth to 15% if I recall correctly. Beware however, wall street has tried many times to "slowdown" the growth in the tech sector. Jim