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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: exhon2004 who wrote (66993)	10/19/1998 12:30:00 AM
From: Tony Viola	Read Replies (1) of 186894

Greg, excerpt from the NY Times article that John Carragher posted: But the climate has changed. The big demand drivers are the Internet and electronic commerce, which are limited less by microprocessor power than by bandwidth. And on most of today's real world applications, there is little benefit in upgrading from a 166-megahertz Pentium to a 300-megahertz Pentium II. Intel is well aware of this and, in the conference call, mentioned tieing into the Internet trend as one of their top three "drivers" for success in 1999. Exactly what Intel intends to do, beyond continue network interface hardware development and investments into Internet related companies, I don't know. There have been a lot of rumors about buying 3COM. I hope not and would personally place that at a very low probability. From the conference call: - Andrew Neff...what are the drivers for 1999. Paul...1. Xeon...EXECUTE! 2. Tie to internet trend, client computing, etc. (ed. I didn't get this one too well). 3. Return of Asia. Tony

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