Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 3:59 PM EST

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To: Paul Engel who wrote (105445)	7/11/2000 11:20:11 AM
From: Tony Viola	Read Replies (1) of 186894

Paul, >While hardware companies are suffering some seasonal sluggishness, demand for servers helped Compaq Computer and Dell offset slowing consumer PC demand. Just thinking that Intel is making a move up the food chain by increasing their percentage of revenues and profits with the bigger stuff: server processors and related hardware. This is something like Sun did in moving from mostly workstations to mostly servers in the last 5 years or so. However, Intel is not abandoning the lower cost stuff (can't make it too easy on AMD). They are also now challenging Sun themselves in the lower - medium, soon to add more solid medium ground with Titanic, then medium to upper echelons with McKinley next year. Tony

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