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


To: Barry Grossman who wrote (103019)4/28/2000 2:29:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Barry, nice post, not a rant though. Did you mean 2H00 here?

>>As we have heard, Intel has said that they will not be supply constrained in 2Q00...

Tony



To: Barry Grossman who wrote (103019)4/28/2000 2:48:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Barry, thread, has the WSJ article in this Motley Fool post been in here yet? Just a URL, maybe the WSJ gets testy if you copy and paste their articles?

boards.fool.com

Some comments (maybe they don't get testy if you copy small pieces??).

A new low-end Celeron processor, code-named Timna and running at 600 megahertz, will hit the market in the second half of the year,

With everything that's integrated into Timna, I think "new low-end Celeron processor" doesn't do it justice.

Otellini also touted the company's success in selling processors for high-end computer servers, saying that Intel now holds 53% of the market for servers costing $10,000 or more.

This is awesome. Is Sun nervous (I know, Solaris, solutions, services, salami, salami, baloney).

Intel has traditionally been outside that market because its chips weren't considered sophisticated enough. If it won out in the high end at all, it was because its chips were better priced.

"As we look forward," Otellini said, "it's not just price performance we're good at, it's absolute performance."


I think Otellini is being conservative here. The Pentium Pro, and now Xeon, got Intel into a lot of critical apps.

Tony



To: Barry Grossman who wrote (103019)4/28/2000 3:02:00 PM
From: GVTucker  Respond to of 186894
 
Barry, RE: Peck's comments always seem self-serving to me. Bias, bias....bias!

Everyone's posts are both self-serving and highly biased.

I see no reason why we should expect any more out of Peck.