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

To: Paul Engel who wrote (101707)	3/28/2000 9:04:00 PM
From: jeff greene	Read Replies (1) \| Respond to of 186894

How do you place a valuation on limitless opportunities... Out: Microsoft, In: Cisco & Intel Kevin Prigel Mar 27 2000 Cisco [CSCO] will surpass Microsoft [MSFT] to become the world's largest company this week, and Intel [INTC] is not far behind. There are a few fundamental reasons behind the one-time behemoth's demise, and they lead to only one conclusion: sell Microsoft in favor of Cisco and Intel. Over the past 52 weeks, the market has realized these facts, and Microsoft's stock has languished while Intel and Cisco have soared. But what factors have led to their rise? * The demand for bandwidth is insatiable. The world has never had the opportunity to value two companies that create products that attempt to satisfy insatiable demand. How do you value limitless opportunity? No one really knows, and until they do, Cisco and Intel will keep moving higher. * The demand for processing power is insatiable. As bandwidth becomes omnipresent and omnipotent in the computing world, the demand for processing power to utilize the bandwidth increases exponentially. As bandwidth increases, processing power hogs like streaming video, video games proliferate. This creates demand at the client level--and to an even greater extent, at the server level. * Operating systems are dead. Companies like Linux, BeOS, and Palm are all striving for the Holy Grail: the transparent operating system. The same devices that drive demand for Cisco's bandwidth and Intel's processors will not use Microsoft's products. * Devices are the future. The Internet's future involves everything. Blue Tooth technology makes that possible. Intel is a vital part of the Blue Tooth enabling community, and Cisco will build the networks to serve all of those devices. Once again, no Microsoft here. * Real leadership comes from innovation. Cisco and Intel both compete fiercely with rivals and dominate markets because they create the world's most innovative products. Microsoft leads with a monopoly and has largely ignored innovation to favor of integration. Microsoft's monopoly will end suddenly and painfully, and it won't require a government edict.