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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Amy J who wrote (91523)	11/1/1999 10:32:00 AM
From: Tony Viola	Read Replies (2) of 186894

Amy, John, the softness IBM reported in their 3Q statement was for mainframes (System 390), risc processors (RS6000) and minicomputers (AS400). IBM indicated strong sales for their Netfinity line (all Pentium III or Pentium III-Xeon based) and pretty good sales for PCs (Intel, AMD). I highlighted this, after reviewing IBM's report, in a post here last week or the week before. IBM's server weakness was for enterprise systems, which Intel isn't quite into yet (Itanium...). Tony

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