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Technology Stocks : Intel Corporation (INTC)
INTC 37.83-0.2%10:12 AM EST

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To: nihil who wrote (83980)6/20/1999 1:35:00 PM
From: Tony Viola  Read Replies (2) of 186894
 
Nihil,

Intel needs to add about $4 billion new product sales a year. I don't see how they
can do it. I am still a holder. Sentimentalist, I guess.


Why? IBM certainly hasn't done that percentage-wise. Check 5 years of blue revs:

ibm.com

Now check IBM stock performance:

techstocks.com

4 bil a year delta would be nice, though. Otherwise, maybe Intel needs to study IBM's model a little more, the one Jules used to "critique". Hi Jules.

Tony
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