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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

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Feb 6 9:30 AM EST

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To: greenspirit who wrote (9693)	1/31/1997 12:49:00 AM
From: Paul Engel	of 186894

Michael - Re:"Andy Neff/Bear Sterns" Great article! Thanks. Key points made by Mr. Neff: 1. The bigger the PC market gets, the bigger it grows! Due to upgrades - with 20+% upgrades each year, the market expansion may fuel itself! 2. CPUs per machine - now = 1.05 (I'd bet 1.00005). With Pentium Pro/Klamath SMP this can grow to 1.3 This is a 30% growth of the Pentium Pro/Klamath market segment - a high end/high margin product. Note Cyrix's M2 and AMD's K6 ARE NOT SMP enabled! (Gee, too bad!) Paul

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