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Technology Stocks : Intel (INTC) Should We Buy INTC Now???
INTC 39.50-1.2%Nov 3 9:30 AM EST

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To: Sonki who wrote (7)9/3/1997 4:47:00 PM
From: Sonki   of 84
 
intc and amat earnine estimates.

intc 97 to 98 only 14% looks wrong.
techstocks.com

grat amat first call.
techstocks.com

For book to Bill and other info:

semi.org

=================fedx order
Thin will be in at Federal Express next year, when the company replaces
thousands of 3270 terminals and PCs with network computers, and ramps
up a strategy to write internal applications in Java.

The package-delivery company last week began accepting vendor bids for
a procurement of 50,000 to 75,000 NCs. The devices will run legacy, Java,
Internet, and office applications at FedEx's Memphis, Tenn., headquarters
and at branch offices.

FedEx hopes to save up to $250 million a year, compared with the cost of
rolling out and supporting new or upgraded PCs, says a source familiar
with the proposal. Although FedEx CIO Dennis Jones wouldn't comment on
that figure, he said in a recent interview:"We can demonstrate the
enormous business payoffs of the NC model. A lot of companies are sitting
around waiting for somebody to make the first move. We can have an
influence on where things are going."

Sources say FedEx's program to spend up to $75 million on NCs is among
the most aggressive to date. The five NC vendors in contention are NEC,
Neoware Systems (formerly HDS), Network Computing Devices, Sun
Microsystems, and Wyse Technology. A decision is expected in a couple of
months, a FedEx spokeswoman says.

The move to NCs also underscores FedEx's commitment to Java. "Java is our
primary targeted application platform for internal apps," Jones says. "No
internal application work is occurring for the client aside from Java
development."

Jones calls FedEx's Java thrust "a natural extension of the way we've run
our business. We're a network-based company."
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