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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: carl a. mehr who wrote (93413)12/6/1999 1:06:00 AM
From: Brian Malloy  Read Replies (1) of 186894
 
FWIW, In Barron's this weekend.

Michael Dell indicates that its component problems with INTC from the third quarter are behind it. Spending will increase dramatically in 2000 as major corporations scramble to integrate the Internet into almost every aspect of their operations and are ready to get their checkbooks out.

Article also had the following from a Mutual fund manager:
After sitting down for a one-on-one with Dell, Janus' Scott Schoelzel said: "I'm very comfortable with Dell. He genuinely confirmed that Intel's yields are getting better by the day," said Schoelzel, whose $28.8 billion Janus Twenty Fund holds about 20 million shares of the Austin, Texas, computer maker.
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