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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (21320)11/11/1998 5:51:00 PM
From: Judy  Read Replies (2) of 50167
 
Hello, Ike

I've just skimmed the SI threads and listened to the media go on and on about INTC, they have missed the real significance. That INTC's 4thQ will exceed expectations is due to seasonality of desktop sales and is expected.

However the real profits and growth will be seen in the second half of '99 as INTC migrates into the enterprise market with its next generation chips like Merced, Katmai, and/or McKinley to be rolled out in '99. The desktop market is INTC's past and the enterprise market is INTC's future. The recent analyst price target upgrade of 120 for INTC accounts for the growth in the desktop market, not the enterprise market of which the analysts don't have a clue. I look to INTC's future migration into the enterprise market.

btw, Ralph Acampora is of a higher caliber than Favors and Favors is better than Kurlak.
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