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Technology Stocks : Intel Corporation (INTC)
INTC 40.51-7.4%Dec 4 3:59 PM EST

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To: Diamond Jim who wrote (80728)5/11/1999 10:49:00 PM
From: Tony Viola   of 186894
 
Jim,

More Intel-Cube rumors

Broaden the technical expertise and enhance the revenues...works for Cisco. Surprisingly (to me) CUBE is bigger than Level 1, at least in terms of revenues. Of course, they're both miniscule compared to Intel. One other thing, LSI Logic seems very happy with the prospect of getting SEEQ, which has never made much money, and has mostly traded in the low single digits. I guess there's gold in them thar chips.

How 'bout that Cisco today. Globex Nasdaq 100 futures up 1000.

CUBE:

Quarter Ending
03/31/97
06/30/97
09/30/97
12/31/97
03/31/98
06/30/98
09/30/98
12/31/98
Revenue (millions)
94.1
71.1
81.7
90.1
87.3
82.5
86.2
95.8

Level 1

Quarter Ending
12/31/96
03/30/97
06/29/97
09/28/97
12/28/97
03/29/98
06/28/98
09/27/98
Revenue (millions)
29.6
30.1
32.6
42.4
51.1
56.6
60.4
66.6
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