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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: tcmay who wrote (136317)	5/30/2001 7:04:03 AM
From: Mary Cluney	of 186894

Tim,<<<But the lumping-together of all sorts of products and divisions which are not explicity PC-related under the umbrella term "communications" is not at all a major gamble. Put another way, probably every company in Silicon Valley is pursuing "communications.">>> You are way off base on this. I agree completely with John. Itanium is a no brainer. The Itanium market is well defined - $60B today $100B five years from now. The competition is IBM S390 on the high end, Suns of Gun in the mid range, and Jerry's Vapor on the low end. Whereas communications is about connecting 2 Billion eyeballs. Whatever it takes. Whatever that means. If they don't know where they are going, how are they going to get there. That's a gamble. Having said that, however, I think Intel has to be there (in communications) when the industry eventually finds out where they have to go. kind of like trying to find the communications Holy Grail. Mary

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