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

To: Lyle Bean who wrote (92401)	11/14/1999 3:00:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Uh , OK Lyle, I'll be sure to take your advice here. Good thing you came along. Whew!

To: Lyle Bean who wrote (92401)	11/14/1999 3:48:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "INTC can no longer maintain there growth through processors. With a market cap of 250 billion INTC is limited" Lyle, You appear to be referring to desktop microprocessors - the old Intel. For the new Intel: Do you know how large the Telco market is? ...the high-end Server market? ...the network market? ...the wireless market? ...the IP-telephony communications market? ...the data hosting farm market? Did you know Microsoft has changed their vision statement for the first time in 25 years. And another article indicated Intel has changed their mission statement too. If Intel executes well, there is a huge market waiting for them to capture. These links may shed some light: SERVER MARKET: Message 11923473 $51.7 billion for Server systems (out of $88B) by 2003 per IDC. (Intel's piece would be the processor part of $51.7B, less currently installed base of Intel-systems) Intel targeting high-end servers BY TOM QUINLAN Mercury News Staff Writer CONVERGENCE OF NETWORKING AND TELECOMMUNICATIONS MARKET: Message 11885887 $150 Billion By Duncan Martell biz.yahoo.com (Intel's piece would be part of the $150B, as a chip supplier) To figure out what additional revenue and profits Intel will make from the above new markets (which excludes new business opportunities from the data farm business, wireless, etc.), just input a guesstimate of: (processor_price/totalsystem_price)(market_size) (estimated_Intel_processor_margins) to get an idea on how small Intel's market cap is. Amy J

To: Lyle Bean who wrote (92401)	11/14/1999 8:05:00 PM
From: Paul Jamerson	Respond to of 186894

>>INTC can no longer maintain there growth through processors. I believe Intel realizes this and has begun to explore other areas of growth. This effort will not have results for some time. I don't know when, my guess is a year or two. Another problem is that areas which Intel is trying to expand into are not areas Intel has expertise in. I worked for Intel and I can tell you that the company is very slow and may not be able to respond fast enough in some of the newer markets. Intel is very good at compaction, process technology and driving manufacturing cost down. They don't do as well in original (new) designs and responding to the market. This is my opinion only. If Intel is able to get a foot hold in a new area, thru some partnership, their expertise in driving down cost will allow them to dominate.