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To: Jean M. Gauthier who wrote (23823)4/28/2000 2:52:00 PM
From: Bruce Brown  Read Replies (1) | Respond to of 54805
 
RE: Intel...

Intel, 100% Out

From a post (http://boards.fool.com/Message.asp?id=1140069003586000&sort=postdate&Posted=1140069003586001&Rep=True):

"Robbie Stephenson's technology analyst, Dan Niles, during an interview yesterday (following the Intel conference in NY), was extremely bullish on INTC. Says that he believes INTC shares will hit $200/sh by the end of the year. Last year, Niles was bearish on INTC (November 99) but switched to bullish in early January. He reiterated his bullish stance yesterday. When asked what could change his optimism about INTC going forward, Niles said that it would take a "macro" disaster in the economy to curtail Intel's progress going forward."

Niles has made enough impressive calls over the last couple of years that a lot of people follow him. It's nice to hear he was impressed by the Intel presentation last night.

BB



To: Jean M. Gauthier who wrote (23823)4/28/2000 3:31:00 PM
From: solihull  Read Replies (1) | Respond to of 54805
 
I like your broadband strategy Jean. FWIW, we all know of PMCS's close relationship with Cisco, but I didn't know until last year that one key director, Mr. Marshall was VP and General Manager of Cisco's Core Products Business Unit. He also was VP of Engineering for Cisco until 1995. PMCS, like QCOM, is in the cross-hairs off the future, IMHO.

Will be interesting to see what percentage of your port. PMCS is a year from now...

Regards,

John