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

To: jackrabbit who wrote (105856)7/18/2000 5:32:43 PM
From: Mary Cluney  Read Replies (4) | Respond to of 186894
 
JR, <<<I am just not aware of many companies that do several disparate businesses very well. GE comes to mind, but as I said they are willing to dump any business in which they are not #1 or #2. >>>

Its the vision thing. We are investing in the Internet vision - 2 billion connected eyeballs. We have conquered the desktop, laptop, and WS markets. The Server Market is next. It is already paid for (IA64 R&D - mostly)and we will be generating AMD sized revenues starting 4Q. Stick a fork in it, the Server market is done. Wireless is next. Anyhow that is the bet.

Mary



To: jackrabbit who wrote (105856)7/18/2000 6:41:12 PM
From: Road Walker  Respond to of 186894
 
Jackrabbit,

Most of Intel's new efforts are related to their PC and Server processor business. Some are projected, by the analysts, to do very well. Andy Bryant said some are profitable.

I'm not sure I would feel as comfortable with this investment if they wern't trying to grow the business beyond the microprocessor segment.

That's my opinion. That's why I answered your note with "yes", I disagree.

John


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