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

To: stak who wrote (67605)	10/30/1998 3:44:00 AM
From: nihil	Read Replies (1) \| Respond to of 186894

RE: PC Demand Important to factor in the declining ASP of PC's, and the resulting rapid increase in units, the declining cost of components (MSDell says 1% a week). I guess that stable or slightly declining sales, means about 35% increase in units each year. This is an absurd overestimate for the US. Obviously, these companies do not expect ASP to fall very much which implies to me that they will move toward top speeds. I don't think this includes servers and workstations. And it is only U.S. Looks pretty good to me.