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To: Harry Landsiedel who wrote (88410)9/16/1999 8:43:00 PM
From: Process Boy  Read Replies (2) | Respond to of 186894
 
Harry - <"...reflecting both the stronger than expected unit demand and our belief that the company is in front of a period of improving blended ASP and margin expansion.">

This would be nice!

Thank you for the Bear Stearns report.

PB



To: Harry Landsiedel who wrote (88410)9/16/1999 11:02:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Harry, I liked that article on Bear Stearn's report on Intel, so much so that I'd like to borrow it over to the EMC thread because of this line:

" According to Intel, between now and 2002 the number of connected
users will increase from 130 million to 320 million and the number of devices from 180 million to 500 million
as the amount of data grows 24x and the number of people using that data grows 40x between 1998 and
2000."

Tony


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