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Technology Stocks : Intel Corporation (INTC)

INTC 48.05

-1.3%

12:26 PM EST

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To: Raymond Thomas who started this subject	9/22/2000 12:10:09 PM
From: Dave Gore	Read Replies (1) of 186894

Thoughts from Briefing.com, FWIW "Bandwidth is now the driver of the technology revolution. We are still in the early stages of the bandwidth paradigm -- the stages in which the soaring supply in bandwidth is being outstripped by demand. Out go Intel, Microsoft (MSFT), Dell (DELL), and a host of other standard-bearers of the processor revolution, and in come Corvis (CORV), Sycamore (SCMR), Ciena (CIEN), and their bandwidth brethren. Those who look at Intel's warning as a dark omen that the end is nigh will miss the fact that the end started a long time ago. Look at the stock prices of the aforementioned companies that were leaders in the processor revolution -- they have hardly been leading the technology sector. The torch was passed a long time ago. If this was Nortel or JDS Uniphase or Sycamore that was warning, then you would have a story. But Intel?! We should be surprised that it didn't happen sooner.

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