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Technology Stocks : Intel Corporation (INTC)

INTC 35.74

+3.6%

3:59 PM EST

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To: Tony Viola who wrote (55958)	5/21/1998 11:28:00 PM
From: Larry Ames	Read Replies (1) of 186894

What do you mean about AG's response? Were you there, or did you listen to an audio on the stockholders' meeting? Tony, Unfortunately, I only got to listen to the audio .... as I recall without listening again AG focused on the video handling, speach recognition, and the multi-language aspects of the PC ... the personal use aspects of the PC. Perhaps I have selective hearing, but I think a really bullish case can be made for the need for increased power in workstations and servers as you have done quite well. The point I was trying to make was that I see a strong case for revenue growth in the server market. Intel IS the platform of choice and should be experiencing significant growth with drivers like the growth of the internet, the line of platform builders to adopt Merced, and the convergence of both Unix & NT to Intel based platforms. This thread to some extent and the market as a whole tends to focus on low end PC market, like the guy in the meeting. This view is shortsighted, IMO. Larry

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