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Technology Stocks : Intel Corporation (INTC)

INTC 35.50

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9:37 AM EST

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To: Felix Appolonia who wrote (108753)	8/28/2000 6:55:17 PM
From: Jim McMannis	Read Replies (1) of 186894

RE:"Drew Peck from SG Cowen was just on CNBC and stated that the chip mfg are "trying to force old technology to go faster", and "they need new architecure" or these types of problems will continue. He is shifting away from PC's and putting his money on consumer communications, analog and digital signal. " I guess everyone has an opinion...what new architecture did he propose? Let me remind you that he said that about the P4 too. Well, some of the tele-comms are beaten down right now...so...maybe...actually I'm looking at a couple myself. Jim

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