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

To: Road Walker who wrote (91173)	10/28/1999 6:23:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, there's more (from the conference and reported on CNBC): apparently Intel said they now have 60% of the sub-$1000 PC market; and will have a 1 GHz chip by 2H00. CNBC said last trade on Instinet $74 1/2. Back to DOW inclusion announcement levels, at least for now. Dan Niles did some piling on, about Intel, and Y2K fears when IBM announced their Y2K excuse (I mean reason, whatever.). Good thing Niles is more the size of a smallish high school defensive back, than an NFL lineman! Tony

To: Road Walker who wrote (91173)	10/28/1999 10:02:00 PM
From: Paul Engel	Read Replies (4) \| Respond to of 186894

John - Re: "And if PC prices stabilize, what will the business press have to write about? No more "Intel's profits are being pressured by the dramatic, relentless, unabated, bottomless and hourly drop in PC prices". They may even have to mention the new products" I didn't roll on the floor, but I laughed pretty hard at this one ! Well, looks like Jonathan Joseph, the Salamander Smith Blarney analyst that LOWERED his Intel earning estimates yesterday - because of TAIWAN problems, Y2K SLOWDOWNS, too much capacity, not enough capacity, too much demand and NOT ENOUGH demand - may have to do a little "rewrite" of that earnings reduction. Paul