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Technology Stocks : Intel Corporation (INTC)
INTC 40.94-6.4%2:09 PM EST

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To: Process Boy who wrote (95744)1/12/2000 3:17:00 AM
From: Paul Engel  Read Replies (2) of 186894
 
PB - Re: "We do not agree with its first two arguments and consider it far from certain that Intel will significantly benefit from accelerating server growth."

Far from certain ?

Server growth is ACCELERATING !

Intel's CPUs are dominant in the low end and mid-size servers - and ACCELERATING SERVER growth won't benefit Intel ?

The ITanium is targeted at the HIGH end - where Intel has essentially ZERO market share - and ACCELERATING GROWTH in this area won't help Intel ?

Yikes !

Sometimes I think these analysts are dumber than my dog !

Paul
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