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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (87299)	8/27/1999 11:54:00 AM
From: Jacques Newey	Read Replies (2) \| Respond to of 186894

JDN: Re:"I ... only count on INTC to average a 20% annual return for me." Only 20%? If Intel can return 20% annually for the next 10 years I'll be more than satisfied...and retired earlier than planned! More than 20% would be fine too. Re: "SUNW and EMC, CSCO...are builders of the infrastructure" I'm not an expert on this but from what I've read, SUNW faces a serious challenge from INTC and its OEM's in the server business. For example, the 8-way Xeon beauties to roll out soon. As for CSCO, doesn't INTEL also want inside their (or other competing) network gear? If not now, then soon? Not sure about EMC. I suspect they face threats also. The biggest threat to Intel now? AMD!!! My focused bet is on Intel.