Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 42.49

-5.7%

3:59 PM EST

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To: Mary Cluney who wrote (73733)	2/16/1999 3:25:00 PM
From: Amy J	Read Replies (1) of 186894

Re: "market plateau" Michael, even in a market plateau or your 15% figure, consider how Intel is taking existing markets away from others who fumble... - Network gear: Intel went from $0B to $2B in 1-2 years from ground zero (Absolutely amazing) - Merced targets new markets (new to Intel) - AMD meltdown Also consider new and expanding markets: - Merced deployment - VC Investments: Inktomi (from UCB) with a 10X return, etc. - Y2K replacement PCs - Fueling Ecommerce growth with ecommerce servers - Consumer/Corp Internet & website growth continues, expands overseas - Continued expansion of Network card biz - Future VS, VOD, interactive Internet broadcasting growth to fuel PC growth - MC removes the barrior to videoconferencing market expansion - Int'l recovery My suggestion: get in now, before Merced ships. When Intel's stock moves, it tends to move quickly. "200 in 2000" are nice even numbers and the phrase sounds lovely. Amy J p.s. So you got $146? I thought the formula would have outputted $150 or $155. Thanks for running the numbers. I wouldn't focus too much on SIA figures - it may possibly be dragging down the estimate of a single good company with accumulated estimates from the bad companies (i.e. the ones going through hard times; the ones in different/wrong product mixes.) Also, it doesn't appear to include the growth driven by the other factors mentioned.

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