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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%3:59 PM EST

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To: Bipin Prasad who wrote (119739)11/30/2000 10:36:13 AM
From: Tony Viola  Read Replies (3) of 186894
 
Yes he got AMD also, went to neutral in their case. Intel to outperform from buy.

He lowered his rating on Intel Corp., Dell Computer Corp., Compaq Computer Corp. and Micron Technology Inc. to ``outperform'' from ``buy,'' and he cut Advanced Micro Devices Inc. and Micron Electronics Inc. to ``neutral'' from ``outperform.''

quote.bloomberg.com

As for your other question about Intel's exposure to PCs, of course it's very big. WAG 65% ?

Comm chips 10%
Server chips 10%
Network and comm hardware (NICs, hubs, routers) 5%
Embedded 3%
Other 7%

Like I said, WAG.

Tony
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