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Technology Stocks : Intel Corporation (INTC)

INTC 35.27

-0.7%

9:57 AM EST

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To: Tenchusatsu who wrote (86506)	8/2/1999 4:50:00 PM
From: Joey Smith	Read Replies (2) of 186894

Tench: re:Also, notice that each of those Intel-based servers have two Pentium III Xeon CPU's with 1 MB of L2 cache, and each CPU adds close to $2,000 to Intel's revenue. And if those sales came from a web site set up by a 17-year-old high school student, imagine the sales coming from many other would-be webmasters out there! FWIW, I just read Lazlo's (PW semi-analyst) report on Intel today. It is based on a meeting he just had with Otellini. Report is bullish on XEON's prospects to say the least. Estimates that XEON will contribute 18% of revenue and 25% of profit this year, and 30% revenue and 40% profit next year. Intel will be ramping up the 4 & 8 way Xeons BIG TIME over the next year. I have the feeling that Intel can definitley surprise on the up-side based on XEON's prospects over the next several quarters. joey

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