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Technology Stocks : Intel Corporation (INTC)
INTC 34.32-1.2%Nov 18 3:59 PM EST
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To: Barry A. Watzman who wrote (48401)2/22/1998 12:42:00 AM
From: Mo Chips  Read Replies (1) of 186894
 
<<What the earnings estimates for the next five years have not taken into account is that Merced and its descendants are going to take over the server and midrange (minimcomputer) markets, and maybe even the large scale (mainframe) markets just like the Intel X86 chips have taken over the desktop. And Intel may grow to four or five times its present size in four or five years -- an average of 100% per year -- and those markets are NEITHER low price NOR low margin.>>

I'd love to see your calculations. If you don't have any, then grace me with your best guess. What are the earnings going to be 2 years out?

Also, could you publish the details of the analysts estimates to prove that they have not taken into account the x86 penetration into the mid to large computer markets. Your comments indicate that you know the analyst's calculations pretty well.

Thanks,

Mo
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