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Technology Stocks : Intel Corporation (INTC)
INTC 36.34-0.1%3:59 PM EST

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To: Mary Cluney who wrote (138728)7/6/2001 12:24:17 PM
From: Tony Viola   of 186894
 
Mary, >Desktop is commoditizing and show continued weakness where AMD lives and breathes with no footprint in the enterprise server market where there are signs of 2H recovery.

Kumar sees the enterprise server market recovering in 2H? Hope he's right.

Good to see CNBC rushing on the analysts for doomsday comments on somebody besides Intel

Tony
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