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

To: Tony Viola who wrote (88031)	9/9/1999 12:22:00 PM
From: Robert Douglas	Read Replies (4) \| Respond to of 186894

I just listened to a Bear Stearns/Intel conference call discussing IA-64 and the opportunity in the server market. It was very convincing (albeit one-sided) that Merced and it's four successors will garner a significant portion of the enterprise server market due to performance, value and flexibility. In the discussion on value they (John Miner and Mike Fister from Intel) quoted the following numbers: 8-Way $/tpmC Intel: 18.46 Alpha: 55.45 PA-Risc: 56.67 SPARC: 77.66 My knowledge on this is limited and I would be interested in hearing comments from others.

To: Tony Viola who wrote (88031)	9/9/1999 12:48:00 PM
From: Bob Kim	Respond to of 186894

Tony, Re: Good point about Osha being due for a price target upgrade for Intel. That info came from my site restex.com. If someone (SK) is going to "borrow" someone else's comments, it would be nice if he at least cited the source. Bob