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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: Tony Viola who wrote (146733)	11/4/2001 4:00:19 PM
From: Joseph Pareti	Read Replies (1) of 186894

>Otellini said something similar too, sure you recall, that EU sales picked up after 9/11 I believe he said September was strong in Europe. But even though this might be contingent there are key factors to believe Intel's future can only be better: - IA firing on all cylinders (e.g. 6 fabs on 0.13, 3GHZ by mid 2002, 300 mm in 2003, IA64 on target, IA/OEM/APPS provider's effort progressively hurting McSquealy, "horizontalization" approach to the enterprise market) - CMOS synergy in ICG, drive standard building blocks that dramatically reduce costs - held up purchases can only last so much (Michael D had a similar message) - WINDOWS XP effect on sales Contrast this with the "evangelists" that try to tell you what the REAL worth of Athlon is, and that Hammer WILL (some day) be a real cool singing-'n-dancing thing :-) -

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