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Technology Stocks : Intel Corporation (INTC)
INTC 42.61+6.5%3:59 PM EST

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To: puborectalis who wrote (83950)6/19/1999 9:02:00 PM
From: Paul Engel   of 186894
 
Stephen - Re: "then where will the "real" growth come from? "

The REAL growth for Merced/IA64 will occur gradually - modest in 2000 because most purchases will be for engineering evaluation/trail runs.

The first year of Merced production will be one of constant hardware evaluation/updates as well as software development from Intel's ISV (Independent Software Vendors) - both OS and applications.

I wouldn't expect real earnings impact until the latter half of 2001.

Paul
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