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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

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3:59 PM EST

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To: Paul Engel who wrote (128424)	2/27/2001 5:08:26 PM
From: Road Walker	Read Replies (2) of 186894

Paul, re: "A year ago, the company touted how it planned to move into a wider variety of markets such as the server appliance and Web-hosting markets. Many of these efforts have floundered. And like other tech companies, Intel has announced cutbacks. So now, the message is silicon, silicon, silicon." I like the sound of that. re: "Apple Computer has a similar effort afoot that, Barrett pointed out, followed Intel's kickoff at the Consumer Electronics Show in January. "Perhaps this is one of the few times that (Apple CEO) Steve Jobs followed us in the marketplace."" Strange comment. re" • Networking and communications will expand. "We're going to produce at least 35 new IXA (Intel Exchange Architecture) products this year," Barrett said. These chips go into telecommunications equipment and networking gear." It sounds like Intel is starting to focus on the current/potential winners, and cut the losers. re: "Intel's expansive product plans are based on a massive investment in infrastructure, Barrett said." I'm not sure about how smart Barrett is but you have to admit he's got balls. John

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