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Technology Stocks : Intel Corporation (INTC)
INTC 50.22-0.7%Feb 9 3:59 PM EST

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To: John Hull who wrote (114325)10/18/2000 12:26:18 PM
From: Amy J  Read Replies (1) of 186894
 
Hi John, why is Intel only growing at 50% (per Intel's PR) whereas Broadcom ($1B company) & PMC-Sierra have expected growth rates of 100%?

i.e. Why is Intel growing significantly less than its competitors?

What are the issues? Is there some type of standards deployment issue that is lagging sales over market growth?

Is this why Intel is investing in deploying Intel's standards? If so, this is good, but do you when equivalent deployment rates will happen between Intel and its competitors? I imagine it takes about 1.5 years between funding and serious levels of equipment deployment. Meanwhile, Broadcom is growing at 100%. Makes me a tad nervous. Any words to soothe?

Regards,
Amy J
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