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To: Paul Engel who wrote (99072)2/14/2000 11:59:00 PM
From: Ram Seetharaman  Read Replies (1) | Respond to of 186894
 
All systems go! INTC is on its way to $ 150 - all its acquisitions are starting to augment INTEL's growth and profits - INTC is back as a global player - the shortage situation will be short-lived!



To: Paul Engel who wrote (99072)2/15/2000 12:12:00 AM
From: dmf  Read Replies (2) | Respond to of 186894
 
Paul: thanks for all the great Intel news. Looks like Intel and Sun are going at it much like the Intel and Sun investors on SI:

Intel will honor its contractual obligation to Sun to help develop a version of Solaris for the first Itaniums, Ottelini said. ``But after that, we won't be working with them on future versions of IA/64.'

mercurycenter.com

yikes! dmf



To: Paul Engel who wrote (99072)2/15/2000 12:12:00 AM
From: Tenchusatsu  Read Replies (2) | Respond to of 186894
 
Paul, <PC shipments in Asia up 35 percent in 1999>

Wasn't John Hull saying something to this effect, that growth in Asia was contributing to the increase in demand?

<PC shipments in Korea grew by 79.2 percent>

I certainly like this quote. I was in Korea back in September 1998, and I remember seeing Intel ads on Korean TV. I don't remember seeing any AMD or Cyrix computers there, but then again, I didn't really look that hard.

I've got to wonder whether broadband in Korea will take off much more quickly than in America. Most everyone lives in apartments or condos in Korea, so I'm sure broadband will be quickly installed in most apartment buildings as the economic situation continues to improve. Heck, if digital cell phone infrastructure took off like a rocket in Korea (1 out of 3 people in Korea have cell phones, it seems), I'm sure broadband can sweep across the country as well.

Tenchusatsu