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

To: steve harris who wrote (98853)	2/12/2000 7:21:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Steve, OK, AMD's been doing OK lately, but how about the future? This article, although a bit hokey, hits on what I was talking about. That is, that a strict PC processor business won't produce fast growth going forward. Analysts observe that Intel is riding high on a PC market at its zenith. Dataquest says some 113 million PCs shipped last year, up an astounding 21 percent over 1998. But most players realize the boom can't go on forever. The future lies in networking beyond the 20-pound beige box. Intel's high noon SATURDAY, FEBRUARY 12, 2000 3:07 AM - CMP Media Feb. 11, 2000 (Electronic Engineering Times - CMP via COMTEX) -- When Andy Grove steps up to the podium this week at Intel Corp.'s developer conference, he can certainly afford to take a minute to bask in the Palm Springs sun. The company, now sitting just shy of $30 billion in annual sales, has recorded its 13th consecutive year of revenue growth. Profits jumped 21 percent, to more than $7 billion. Not bad for a year that had one foot in an electronics recession. Analysts observe that Intel is riding high on a PC market at its zenith. Dataquest says some 113 million PCs shipped last year, up an astounding 21 percent over 1998. But most players realize the boom can't go on forever. The future lies in networking beyond the 20-pound beige box. As Grove looks toward that desert sun, he knows it is high noon in another sense: the moment for a life-or-death gamble. And Intel is drawing its guns. In the six short weeks of the new year, the company has plunked down investments on two major fabs (in Chandler, Ariz., and Colorado Springs, Colo.), including its first high-volume 300-mm line. Intel's capital spending for 2000 is expected to be about $5 billion, up from $3.4 billion in 1999. And it won't just be Pentiums running through those new lines in Chandler and Colorado Springs. Last year, Intel made 12 acquisitions, at a cost of about $6 billion. Most of the purchases targeted growing new businesses in communications. Top executives at Intel say the company expects to expand its revenue in networking, telecom and wireless by 50 percent or more next year. That doesn't mean Intel is home free. The next market wave probably won't be driven by any one defining product that will ship in units of nine figures. And if it gets it's new product mix wrong, Intel could easily get caught holding mega-capacity that it won't be able to begin to fill in some future downturn. But increasingly we have to see this is not just the problem of Intel or Andy Grove. Our whole industry is standing in the middle of a road under this blazing sun, and its time to pivot and shoot. eetimes.com By: Rick Boyd Merritt Copyright 2000 CMP Media Inc. INTC 105 7/8 -1 3/4 Enter Symbol: Enter Keyword: News Provided By COMTEX

To: steve harris who wrote (98853)	2/13/2000 2:54:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

sT*viE - Our Very Own SI Den Mother and Tracker of Posts !!! Re:"Currently the stock market disagrees with your opinions of AMD. " The STOCK MARKET has given Intel 14 NEW ALL TIME HIGHS since November of 1999. The same STOCK MARKET has AMD at $45+ = exactly where it was in 1983 - 17 years ago. For reference, the STOCK MARKET has given Intel a share price an INCREASE of over 6000 % since 1983 - while AMD has remained essentially FLAT. The STOCK MARKET is sending you a message - little DEN MOTHER ! Paul What is the stock