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Technology Stocks : Intel Corporation (INTC)
INTC 47.84+1.5%3:10 PM EST
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To: Tony Viola who wrote (115552)11/1/2000 9:12:09 PM
From: maui_dude  Read Replies (2) of 186894
 
Tony and Thread,

Thanks for the report. I would like to point out few things I was disappointed with.
1. High-teen revenue growth projection over next few years is lower than 20% Intel has hoped/aimed for just a year ago. Great for a company Intels size, but I wonder how investors will view this (the wildcard may be cost reduction with .13 etc and later 300 mm).
2. 'Pilot' systems of Mckinley in Q4 2001. Wish they were more than pilot!
3. If server projected to grow 26% (and I assume unit, which means Revenues and ASP will be lot higher), Mobile to grow at a faster rate than desktop (and has higher ASP), most of new business (the other 20% category) to grow 50%, why is Intel expecting only high-teen growth ?

Any thoughts ?

Maui.
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