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Technology Stocks : Intel Corporation (INTC)
INTC 36.61-3.4%10:37 AM EST

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To: Paul Engel who wrote (98427)2/7/2000 4:48:00 PM
From: Road Walker  Read Replies (1) of 186894
 
Paul,

Thanks for the good news.

It seems like we've been waiting for Merced, now Itanium, for a long time. Everyone is very cautious about it's early acceptance, and saying that the following generation could be the real Sun/IBM threat. Do you have a feel at this point for the performance advantage/disadvantage of this years Itanium versus the competition?

I believe the 1GHz Pentium III will capture the consumers imagination. I would be very surprised if it wasn't successful in the home PC market, and contribute to higher ASP's.

John
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