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

To: JDN who wrote (95507)	1/10/2000 10:32:00 AM
From: Tony Viola	Respond to of 186894

Hi JDN, ...so would like to get your opinion of my thoughts on INTC currently. They are as follows: INTC is in the midst of converting Fabs over to 18 micron technology, any time a change of this magnitude takes place there are bound to be initial inefficiencies which likely caused the failure of INTC to be able to supply their customers with all that they wanted on a timely basis. However, this INTC is probably further ahead then others on this changeover, and I believe the changeover to be coming to a close thus looking forward I would expect INTC to be even more efficient and profitable then it has been in the past. Would you agree with this? What more can I say after Dan Niles has spoken? If you remember his call on Dell a year ago, and a couple on Intel last year, he seems to have, what are they called, moles? Probably more accurate, just guessing, is that he has the ability to ask the best questions and get the most honest answers. I'm betting he's right again on this Intel call. Tony