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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: denni who wrote (102955)	4/27/2000 3:29:00 AM
From: Amy J	Read Replies (2) of 186894

RE: "New York Analyst Meeting" Hi Denni and Thread, Questions I'd love to ask: Architecture Business Group - timing/status of Willy and Timna - Rambus cost - capacity issues - is this shortage holding back PC OEM sales? - does this impact business pc sales? does this impact overall corporate margins? - do you intend to increase pricing as a result of the shortage? - do you see an increase in YOY as a result of the shortage? Network Communications Group - why did one of the routers experience flat growth? - what's the goal: components (for the router) or solutions (routers)? - is growth on target? - how is IX adoption? - when is level one expected to contribute? Communications Products Group - do the (what appears to be) solution-oriented acquisitions compete with current customers who are providing those solutions? if so, does this negatively impact sales? are you transitioning to total solutions? if so, how long would that transition take? Intel Capital - dotcom - valuation impact? - how will the recent and sudden industry reduction in ipo launches impact Intel Capital? what is Intel's exit strategy for realizing gains to intc shareholders if the IPO market falters? do you expect the IPO market to be a bit stalled by say 6 months? Chief Financial - financial impact of shortages (upside?) - financial impact of potential manufacturing issues (downside?) - any overall upside adjustments to reflect the shortage? Enterprise Services Officer - margins on server farms? do they compare to your competitors? infrastructure costs? Chief Executive Officer - timeline for the new businesses to become large enough for reporting? - what are the most promising growth areas and what is the status? Most importantly, where's Paul Engel? He's missed. Best regards to all shareholders and employees, Amy J

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