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Technology Stocks : Intel Corporation (INTC)

INTC 37.91

-1.4%

3:59 PM EST

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To: Tony Viola who wrote (84078)	6/21/1999 11:15:00 AM
From: Process Boy	Read Replies (1) of 186894

Tony - <Cowen was negative (called himself neutral).> This'd be Drew Peck, from Cowen & Co., I believe. <He said it's a bigger, longer term problem of ASPs, and the market calling for the cheaper Celerons than the high end Intel chips. He said he expects Intel to have to work this out over two or three years. When Mark Haines asked if Intel is addressing the problem, he said (sit down if you're standing) "yes". > Really? What's the world coming to? This is actually quite positive coming from Mr. Peck. <The solutions for Intel, he said, were in the areas of cost control and diversification. He said Intel was doing this by promoting Craig Barrett, who comes from MFG (the cost part), and buying Level 1 (the diversification part). I guess Mikey, I mean the street, likes it so far.> Amen to that bruh-thuh. PB

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