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

To: JDN who wrote (88633)	9/22/1999 10:58:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

JDN, I read that press release with mixed emotions. Dont know if it will ever be a meaningful part of INTC business but I presume it carries far smaller gross margins then currently. JDN About the press release on the server farms, why the mixed emotions? Look at it this way, since Sun Micro has gotten indelibly written in as a major Internet infrastructure play, its stock has skyrocketed (P/E about 72, 3X historic). I know I don't have to tell you this about Sun. Doesn't Intel's server farm/Internet service effort push make them more of an Internet play also? Sure, sure, they have to do it right, and it's not a core thing with Intel, what they're attempting. I do recall that they've assigned one of their top VPs to head up the effort, Gerhard H. Parker. We'll see. Tony