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Technology Stocks : Intel Corporation (INTC)
INTC 37.89-0.1%3:59 PM EST

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To: IVAN1 who wrote (82919)6/7/1999 7:07:00 AM
From: Amy J   of 186894
 
REJ: "ALL: Where Intel is Intel headed . . . The big question. I bought Intel 10 years ago and held on through thick and thin"

Hi Ivan1,

Was that before/after Intel made the successful shift from memory into CPU?

In answer to your question:

1. I wouldn't be surprised if K7 is (short-term) faster, but AMD is a short-term issue (i.e. < 1 year) IMHO
2. Merced/McKinley Server market
3. Network comm component provider initiative - aka Switzerland :)
4. When the investors scream for profits from the Internuts, some may hole up with Intel, a profit producing machine, whose growth took a hit last year because of the recession in Asia, possible indirect impact of delayed Merced as it related to desktop market shift, not Server.
5. Etailing/portal services demand on servers.
6. Shift from traditional broadcast to IP-broadcast.
7. Corporate IP-video deployment, which is happening
[ e.g. it is publicly known MOT saved $M deploying IP-video for ONE reorg announcement ]
8. Consumer IP-video deployment dependent upon broadband and/or better compression technology (which keeps improving)
9. International VoIP growth
10. StrongArm/PCOAC
Amy J
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