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: Amy J who wrote (93752)	12/10/1999 3:13:00 AM
From: Paul Engel	Read Replies (2) of 186894

Amy - Re: "I underestimated how long it could take IA-64 to roll out to a wide base. I had been thinking it would start having an impact in 2001. " The financial impact will become evident in 2001 - just the last half. Remember - if (and a VERY BIG IF) Intel continues to grow on all fronts between now and 2001, the larger revenue and earnings base will make the IA/64 sales even HARDER to impact in a positive direction. But, as these IA64 volumes ramp - including the McKinley version - they will indeed boost the financials. What should be EVIDENT before that time is the market acceptance - and hence PERCEPTION - of the success (or failure !!!) of the IA 64 program. If initial production systems do indeed ship in late 2000 and their software and hardware performance and reliability meet the needs of enterprise customers, that fact should start to ripple through even the DENSE FINANCIAL analysts - and cause a positive impact on Intel's stock price - in advance of the actual volume ramp of systems in H2 2001. Let's hope that Intel's "Exceeded IA64 Expectations" also results in exceeding their Customer's Expectations ! Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next