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

To: Barry Grossman who wrote (96079)	1/13/2000 6:11:00 PM
From: Tony Viola	Respond to of 186894

Barry, trying to listen to the CC but it breaks up so much I gave up. One thing, Intel's strategic Internet and related investments group, or activity, now has a new name: Intel Capital. Website is intel.com/capital. Bryant said "it had a significantly larger contribution in 4Q", or something like that. This is investments in 350 or so companies, maybe what some of us have been talking about why don't they spin it off (English?). Back on: Question on supply constraints- Paul O- Intel will satisfy demand overall in 1Q. A little tight going in, but Intel will be able to satisfy demands above customers' forecasts sometime into the quarter. Added capacity to do this. Wireless to grow 50% per year, flash also very fast growth. Andy B. said this in response to question "why won't margins go even higher, after all, you have very low inventory, big demands...!" he said these products are lower margin than PIII, so they will average GM down a little. Andy - happy to keep 61%. Tony, that's me---me too! CC continues to break up. Everything I heard between net congestions was ++ Tony