Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.08

-3.2%

Dec 17 3:59 PM EST

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To: Road Walker who wrote (164592)	4/25/2002 1:50:25 PM
From: Tony Viola	Read Replies (1) of 186894

Sean Maloney up now: Intel is now #1 supplier of Ethernet products and accelerating lead (wired, wireless and storage). They have been doing some significant consolidating because the market has been poor. No upturn seen yet, but Maloney said the same thing the computer guys have been saying: at some point in time, IT users will find themselves underpowered, have to restart buying. Mentioned layoffs in telecom at Swedish companies (Nokia?), biggest in history. 802.11 and Gigabit Ethernet 2 biggest drivers over the next year. Banias using one or both.

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