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

To: John Carragher who wrote (70764)	1/9/1999 9:27:00 AM
From: Catcher	Respond to of 186894

good points, i may have blinders on. my dad (64) is buying a $2300 gateway next week thinking, maybe this lasts me 10 yrs. way more than he needs right now but difficult to see 5 yrs ahead. Maybe sub $1000 pcs a good idea for college kids too (as i think about it). I have 4 headed there in next 6 yrs & they will all want a computer. I had been thinking lap top but $700 pc might do the job (as long as it supports word, excel & internet...this approach would save me $5000--as you can guess I can use it. again, good points thanks joke of the year...computers are so great for kids...what they mean is: computer games give teenagers a break from nintendo/sega every so often they say dvd is all the rage...anyone know which stocks will benefit most as that takes off?

To: John Carragher who wrote (70764)	1/9/1999 10:37:00 AM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

John, <I have several friends and relatives who are now purchasing pc's to get email etc.> In other words as I have suspected of many $1000 PC buyers, your friends represent incremental demand not cannibalization of the high end. This is good news for Intel for two reasons. First, a cheap PC sale is better than no PC sale. You wouldn't know it by listening to the pundits, but Intel is still making excellent money from the low end (unlike some of their competitors). Second as more and more PC's are bought (especially by people who previously would have never bought PC's because of price) the more infrastructure is needed to support those users. The infrastructure to support users of the net (for E-mail, E-commerce, E-research, E-banking/trading/investing etc.) is not made up of cheap PC's but rather of high end high margin hardware. This is the brainstorm that finally ended Tommy K.'s mental drought. Good luck to all this week, FF