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

To: L. Adam Latham who wrote (88037)	9/9/1999 2:10:00 PM
From: The Duke of URL©	Read Replies (3) \| Respond to of 186894

Here is the list, as I found it, it is in alphabetical order: The List Cisco (CSCO: news, msgs): The routers and switches maker "should continue to benefit from the rapid growth of the Internet's infrastructure," the report says. Intel (INTC: news, msgs): The company's move in communications-oriented chips "could pose a competitive challenge," Merrill says. Internet growth should fuel Intel's growth as well, the report says. IBM (IBM: news, msgs): Merrill gives a thumbs up to IBM's multi-tasking model, saying IBM "creates value by offering a variety of solutions that include... services, software, systems financing and technologies." KMET (KMET: news, msgs): The only relative unknown on Merrill's list gets a mention as the largest U.S. manufacturer of solid tantalum capacitors, which are used in circuit boards. "The company continues to experience strong order rates," the note says. Motorola (MOT: news, msgs): Merrill likes the new product plans at the company, including digital cellular phones, 2-way pagers, cable modems and satellite communications, which are "keys to future growth." Nortel Networks (NT: news, msgs): The telecom play is cited for its complete family of digital switching and transmission systems. Novellus Systems (NVLS: news, msgs): The chip equipment provider's "business model, based on outsourcing its manufacturing, has allowed it to achieve higher levels of profitability." Oracle Systems (ORCL: news, msgs): "New Internet-friendly applications... are gaining favor for mobile workforce applications," Merrill says. "We believe these new product cycles, plus likely margin expansion, can drive (earnings per share) growth for the next 18-24 months." Sun Microsystems (SUNW: news, msgs): The computer workstation and server maker, like many of its peers on the list, "is poised to benefit from the explosive growth of the Internet," Merrill believes. "In our opinion, Sun is on the verge of becoming a franchise stock given its focus on Internet computing." Texas Instruments (TXN: news, msgs): Merrill expects sales of the chip vendor's DSPs, analog integrated circuit devices "should grow by more than 20 percent, driven by accelerating demand for wireless handsets, mass storage and broadband access equipment."