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

To: Process Boy who wrote (95548)	1/10/2000 2:51:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

PB, re: Niles - "Analyst Daniel Niles said he believes company's year-long decline in revenue and earnings per share growth will reverse in the first quarter 2000." Through the first three quarter of 1999, Intel earnings are up 37% over the first three quarters of 1998: 1999 EPS Q1 through Q3- 1.63 1998 EPS Q1 through Q3- 1.19 Niles makes it sound like Intel is having a bad year. John

To: Process Boy who wrote (95548)	1/10/2000 3:21:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

PB, Believes several factors will drive demand: PC recovery from a Y2K slowdown, Windows 2000 upgrade cycle, very strong growth of servers in an Internet-centric economy. All good, but the Y2K recovery is a one-time thing, and upgrades due to a new OS like Windows 2000 can only come along once in a while. The server part however, is all great, and open ended. Limitless potential, and can only get better with IA-64. Xeon is getting the footprints and looking forward to Itanium/McKinley etc. keeping them and getting more. Tony