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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

-0.1%

Nov 12 3:59 PM EST

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To: Jeff Fox who wrote (76011)	3/10/1999 2:02:00 PM
From: Paul Engel	Read Replies (3) of 186894

Jeff - Re: " I'm somewhat concerned with the fab of LEVL chips. What are its foundry relationships? I don't yet know the answer to that. Re:" 2. Do you see Intel moving to aquire/build internal fab for mixed signal?" Down the road, Intel has relationships with ADI and Level One and Qualcomm - so I would think this is a real possibility. An "acquisition" would make more sense since analog expertise is difficult to develop internally when you are essentially "pure digital". Re:" 3. What do you forecast for growth rate? (per LEVL history or higher?)" I wrote a blurb on this last week - I think Level One is growing at 40% to 60% top line. Re:" 4. Do you see focus on fast Ethernet, or do you see thrust with ADSL and/or cable modem silicon? " ALL OF THE ABOVE ! They all have promise - except fast ethernet which is REAL - and gigabit ethernet - which IS COMING FAST ! Paul

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