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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

-2.3%

Nov 17 3:59 PM EST

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To: Tenchusatsu who wrote (107905)	8/21/2000 4:41:11 PM
From: Tony Viola	Read Replies (2) of 186894

Ten, Intel investors, Dan Niles was interviewed on CNBC a few minutes ago. When asked if P4 was going to be a blowout processor for Intel: - Niles didn't say much about that (think he said something about 2001) but said the remaining 2 Qs would be blowouts (something like that) because PIII is selling extremely well. - Back to school PC buying start has been great. Xmas should be even better. - 2001 could be even better still for Intel. - Intel suffered a little recently because of Dell's less than stellar Q, guilt by association, but folks have figured out since that it was a Dell thing, not an Intel one. - Intel 35% Asia now (??), that's a big kicker. Dell less than half Asia. - PC market is not "dead". In fact, he completely disagrees with anyone feeling that way. 2001 -2002 could be the best years for PC stocks since '96 - '97. He likes MU as #1 (memory shortage), Intel a close second, Compaq third. Likes Compaq because they have 30% of the server market (Intel based I'd think he means). No mention of AMD. CNBC interviewer didn't ask, and Niles didn't volunteer. Tony

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