SI
SI
discoversearch

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 43.75+0.6%Dec 3 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (95742)1/12/2000 3:11:00 AM
From: Process Boy  Read Replies (2) of 186894
 
Paul - <"You'll also have continuous growth over the next six months of the Pentium III Xeon processor. We'll put loads more effort into PIII Xeon and it will get much, much faster. . . . There are three parts of the server infrastructure: front-end, midrange, and back office, which are typically multiprocessing eight-way systems. We're pushing that way very fast and we're going to have a lot of building blocks, very high performance solutions for ISPs and resellers to go into the back office of the dot.com space. "

"The Itanium has a number of features in it designed for secure e-business. A lot of that back-back office needs to be very secure.">

That flies in the face of this Peckish analysts' view, i.e., Fahnestock report by Dan Scovel:

[Copied from this post: Message 12544633]

INTC: HOLD. Upgrade: Robertson Stephens upgraded its rating to Buy from Long-term attractive as part of broader bullishness across the PC space with the passing of Y2K, the emergence of Windows 2000 and the acceleration of server growth. We do not agree with its first two arguments and consider it far from certain that Intel will significantly benefit from accelerating server growth.

For the record, I agree with Sean.

PB

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News