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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 3:59 PM EST

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To: Road Walker who wrote (91264)	10/29/1999 12:17:00 PM
From: Paul Engel	Read Replies (2) of 186894

John - Re: "Even down to changing the mission statement. They seemed to emphasis that for the first time aquisitions cost were higher than capitol investments, and implied that that would continue. They want to be know as an e-commerce enabler, not a PC company" The "e-commerce enabler" hasn't yet sunk in to the analyst community. In fact, most of the semi analysts are still not coming to grips with the fact that Intel is NOT just a semi/DRAM company - which they haven't been for 15 years ! That would make Intel completing two strategic business "inflections" before most of the analysts grasp the first "inflection". Paul

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