Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Doug M. who wrote (70573)	1/6/1999 12:13:00 AM
From: Tony Viola	Respond to of 186894

Doug, Re: "I've been trying to figure out how a surge in buying due to the Y2K problem would benefit Intel's bottom line." Do you mean how, or how much? In case it's the how, we've been kicking that around a bit in here of late. The gist of it, that has been expressed by some analysts also: it turns out that PCs and workstations, maybe even servers, may not be worth "fixing" if they are found to be not Y2K compliant WRT date sensitive programs. Kind of like doing a major overhaul to an old car. So, companies may opt to just replace them. Good time to upgrade anyway (you can always say). These PC etc. replacements involve additional sales of Intel microprocessors and other chips, mother boards, server nodes, etc. Bigger, more expensive computers may be fixed by software, microcode or partial hardware (like printed circuit card) replacements. As far as how much of a bubble the PCs etc. upgrades would be to Intel, only they could probably estimate, but it is sounding significant. Tony