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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Amy J who wrote (88079)	9/10/1999 2:16:00 PM
From: Paul Engel	Read Replies (1) of 186894

Amy - Re: '. Why can't Lucent and Intel+Microsoft just squeeze Cisco out over time? " I'm sure the brainiacs over on the AMD thread have been wondering this for years about Intel !!! re: "is Cisco really needed in 10 years when there's Lucent on the high-end" Cisco seems to me to be viewed as a Sacred Cow - endowed with a tremendous P/E ratio. They have grown their business really well, establishing their own standards - and buying up technology companies at a hefty pace to augment their own (weak ?) R & D . Whatever. they have been extremely successful and I view them as the WINNER in the networking market, much as Intel is the winner in the CPU market. My point was that Intel may have to choose - in time - to be a component supplier to this industry OR a competitor in that industry. Paul

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