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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: Road Walker who wrote (93693)	12/9/1999 8:50:00 PM
From: Paul Engel	Read Replies (1) of 186894

John - Re: "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. " ITanium will be released for system sales in about Q3 of year 2000. The unit sales will be modest - even though the ASPs should be quite high (>$3000/ITanium). Net, Net, ITanium revenues will be small in year 2000 compared to the $30+ Billion that Intel should make in revenue. The real impact will come in 2001 and beyond as (hopefully) ITanium software and hardware make this an overall compelling choice for workstation and server performance/price value. Now, no analyst that I can remember focuses on anything but the current quarter's business. In fact, they do not perform any STRATEGIC ANALYSIS whatsoever. They only react to current information, rumors, heresay and other short term noise functions. Paul

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