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Technology Stocks : Intel Corporation (INTC)

INTC 40.78

+0.7%

Dec 10 3:59 PM EST

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To: IVAN1 who wrote (113541)	10/14/2000 2:00:02 PM
From: Paul Engel	Read Replies (1) of 186894

Ivan1 - Re: Landis, who runs the First Hand Funds,was not a fan of Intel. Nor was one of the other two guests. Said "In transition" along with Microsoft, etc." Intel is ALWAYS in transition - from one CPU generation to another (8008-8080->8086->80286->80386->80486->Pentium->Pentium II->Pentium III->Pentium 4->Itanium) and from one process generation to another (10 micron -> 7 micron -------0.8 micron -> 0.6 micron -> 0.35 micron -> 0.25 micron - 0.18 micron -> 0.13 micron/Copper) Also, Intel is transitioning into new, high growth market segments - Hand helds, Communications, Enterprise Server Hardware, Web Hosting, etc. The issue should not be one of transition - that is NOT a problem. STAGNATION is certain death. Intel investors should be concerned if Intel WAS NOT CONSTANTLY TRANSISTIONING into new products, processes and new markets. Paul

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