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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 3:59 PM EST

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To: Paul Engel who wrote (81320)	5/24/1999 5:37:00 PM
From: Harry Landsiedel	Read Replies (1) of 186894

Paul Engel. Re: "Thanks for posting that analysis." Your welcome. Re: "It seems to be about the only such analysis that I have seen that attempts to predict the eventual outcome of the Merced project and the Merced progeny." It's the only one I've seen too. It's nice to have some evidence that all other things being equal, Intel could be looking at the biggest share of a $20-$30 billion pie. If they got a conservative 70-80% share, that would mean an additional $14-$24 billion in sales. With a $26 billion sales base in '98, Intel could easily double sales in 3-5 years. At the $800-$3,000 price points margins would hold or probably improve. Given the number of manufacturers who are supporting the IA-64 program (as you remind us from time to time), these numbers are not unrealistic. Importantly, none of these gains appear to be factored into Intel's current price AND Intel's recently announced initiatives (server farms etc.) are indications that Intel is not resting relying on this business ALONE for its growth. HL

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