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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%3:59 PM EST

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To: Process Boy who wrote (95548)1/10/2000 3:21:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
PB, Believes several factors will drive demand: PC recovery from a Y2K slowdown, Windows 2000 upgrade cycle, very
strong growth of servers in an Internet-centric economy.


All good, but the Y2K recovery is a one-time thing, and upgrades due to a new OS like Windows 2000 can only come along once in a while. The server part however, is all great, and open ended. Limitless potential, and can only get better with IA-64. Xeon is getting the footprints and looking forward to Itanium/McKinley etc. keeping them and getting more.

Tony
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