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Technology Stocks : Intel Corporation (INTC)
INTC 43.75+0.6%3:59 PM EST

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To: greg s who wrote (69702)12/10/1998 4:13:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
Greg, Re: "What do you folks think of this with respect to the other recent favorable reports?"

I believe the other ones. To start with, Intel sold out this Q, 1Q shaping up to be possibly even bigger than 4Q, Y2K purchases will be a nice bubble on top of an already projected up year, GMs up again. Then there's Xeon. What can you say about Xeon...hot and NO competition. Now, the 0.18 process is looking killer, Katmai out soon, and on and on. Intel has only one viable competitor, and they're 1/10 their size. Not even fair.

Tony
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