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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

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Nov 21 9:30 AM EST

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To: Mary Cluney who wrote (74084)	2/20/1999 11:19:00 AM
From: Amy J	Read Replies (1) of 186894

Re: "4. He is a semi guy. He doesn't know the... information technology markets. In fact very few, if any of the analysts, know this market. This is a brand new market even for Intel." Danny Lam seemed to be viewing things the old way (i.e. looking only at the first_household_PC adoption rate in the USA.) He doesn't seem to perceive there will be an eventual PC/TV convergence/overlap (i.e. what is the size of the TV market and what % of this market will fuel the future growth of the PC market?) What about Intel's network biz? Website server market? Int'l recovery? etc. He also seemed to neglect several new markets. I added a new thread for Magnitude Networks (from CMGI). It's a new competitor to Broadcast.com. It'll feed the gorilla more chips. Amy J

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