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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

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To: Dan3 who wrote (88070)	9/10/1999 2:56:00 AM
From: Process Boy	Read Replies (1) of 186894

dan3 - <The router business is more software than hardware. Cisco IOS is the Windows of the networking world. This is not going to be an easy market to crack.> Folks keep telling me that, like I don't know. Yes, this is a different market. But CISCO is behind Intel on this one. They are also behind IBM on there initiative. What I do believe, is that intel has the inherent attributes to be successful in this kind of market. Intel's Networking Divisions have an internally targeted growth rate of >30% a year. I have heard they have done extremely well against this goal. Yeah, it's early. But they are outperforming even my initial expectations by lining up customers this early. I remain optimistic that this could be a big growth engine for Intel. It's just the sort of thing Intel would and could go after fighting tooth and nail! The market for these types of products is projected to be in the tens of millions of bucks by mid next century. That's too hard to ignore. PB

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