Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (93653)	12/9/1999 6:13:00 PM
From: Road Walker	Read Replies (4) of 186894

Paul (or anyone), re: Itanium Just thinking out loud. I don't believe I have seen any analyst even mention the Itanium 2000 roll-out when they review Intel's valuation, earnings projections, or industry leadership. I haven't seen any comments on how this could change the industry, especially the balance of power with SUNW. Although Intel PR has been OK on the progress of Itanium, it seems like it is a secret to the street. Am I overestimating the importance of this product? Or are the analysts, in their infinite wisdom, choosing to ignore it's impact? My limited knowledge of the industry makes me believe that there will be significant sales at great, incremental, gross margins. Am I missing something here? If my assumptions are correct, the potential certainly isn't in the stock price. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next