Intel Corp (INTC)

[fowler]

WBMW,

re: The prices on these handheld systems is very aggressive. And very tempting, too.

Yep, I wouldn't be surprised to see them take almost instant share. I think there might be some pent-up, price sensitive demand. But I think I will wait for the WiFi thing to happen. Having a handheld sychronized with my home PC and broadband connection, could have some real interesting capabilities.

re: It might be a good idea to invest back in Dell.

I've got a few shares. They would certainly benefit from a increase in PC demand, and they seem to be slowly building share in servers. I'm not sure that I would invest based on their ability to compete with Cisco, I don't know much about that market, so would be skeptical (as I am about their expenasion into printers v. HP).

John