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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

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To: denni who wrote (102934)	4/26/2000 4:56:00 PM
From: Road Walker	Read Replies (2) of 186894

denni, Good article. These three paragraphs outline my concern about Intel: <Intel has picked up 17 companies since January 1999, spending billions in the process. The company also has created a new business division, elevated its work in the wireless area, unveiled Intel-branded products for the consumer market, and seen its venture and investing group turn into nearly an $11 billion concern. "I don't seen the execution over the last six months as being that great," said Kevin Krewell, an analyst at MicroDesign Resources. "The networking stuff is taking a long time to gel. They're buying companies like crazy. Whether they make it into a coherent company like Cisco is the question." Added Nathan Brookwood, principal at Insight 64: "The challenge for Intel is that Intel today is far more complicated to run. Five years ago, Intel was developing one (basic) chip and proliferating it downward."> I hope they have some positive surprises at the analyst's meeting tomorrow. John

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