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To: Tony Viola who wrote (19366)	7/19/1999 10:50:00 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 25814

I think Shane is saying that what used to be "10/20/25 billion... right here!" is now changing to, as you put it, "a hundred million here, a hundred million there...". And that is a sea change. It is this transition that could potentially render Intel into a pedestrian investment (i.e. trail the S&P 500) going forward. Just my opinion (and my interpretation of Shane's arguments).

To: Tony Viola who wrote (19366)	7/19/1999 11:48:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

"Intel has a lot of irons in the internet fire, multiple sources of new revenue. Hey, a hundred million here, a hundred million there, before you know it, you're into some real money!" Tony - that's fine. But that is not the same as being the Mighty Gonzo in one huge market (MPUs). The profitability is still lower and that ought to mean that Intel's valuation will come down. This BTW makes Intel like a new GE - which is fine since they have to use something for all the cash they have. But these are still for the most part small markets relative to Intel's size and so it will take a lot of 'hunderd million here, a hundred million there' to change things at INTC considerably. Another AMD bashing: cgi.zdnet.com What Goliath really needs is to have a David emerge. AMD needs a manufacturing partner. It will be a disaster to all but Intel shareholders if Intel succeeds in destroying AMD - IBM are you listening? Help! Bring the slingshot!