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Technology Stocks : Intel Corporation (INTC)
INTC 54.26+11.6%Jan 21 3:59 PM EST

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To: Joan Osland Graffius who wrote (12651)2/27/1997 6:18:00 PM
From: Kashish King   of 186894
 
The Dell numbers, particularly the server growth, indicate that Intel's growth is continuing and the dual and quad servers are only helping to fuel the fires. Intel can put out the Pentium 200 as their low-end and throw in MMX as a bonus prize. There is no doubt the server markets are growing faster than any other and Intel will still be the processor of choice on the low-end, too. Throw in the ready-to-go motherboards complete with high-end graphics capability and they soon will be challenging Sun, HP and even Silicon Graphics for the graphics workstation market.

The bottom-line is this: when the numbers come in the PE will drop below 10 which will trigger more buying. It is getting a lot tougher to compete with their volume, quality and product breadth. Don't think Intel is going to be second-tier anytime in the foreseeable future. It's the HPs and DECs that need to watch their backsides, not Intel.
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