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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 8:52:00 PM
From: Amy J	Read Replies (1) of 186894

re: Itanium I don't believe I have seen any analyst even mention the Itanium 2000 roll-out when they review Intel's valuation" Hi John, I've been wondering about this too. Paul, do you know how long it takes for a brand new processor to roll out and start having impact on the bottom-line? Once it ships, does it take 2 quarters or 4? It'll take time to get customers to develop to this platform. The thousand samples they mentioned in the PR will help (i.e. getting started early), however, I really wonder how long this will take before it significantly shows up in the bottom-line? RE: "Am I overestimating the importance of this product?" I think it's important. I may be overestimating it short-term because maybe rollouts take a long time. I don't know. I think the question is, "how long will it take to really roll this out to a wide base?" Which quarter of which year? RE:"will be significant sales at great, incremental, gross margins." My thoughts too. Higher margins I bet. RE: "potential certainly isn't in the stock price." One reason why I keep buying INTC for the long-term. Amy J

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