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

To: Paul Engel who wrote (106159)	7/25/2000 8:33:00 PM
From: Eric K.	Read Replies (1) \| Respond to of 186894

Paul-- Re: check out what they say SPECIFICALLY about SERVERS and Commercial PCs - which are predominantly Intel-based !! Maybe you should have instead made bold, "In the consumer space, Compaq's consumer group rang in with sales of $1.6 billion, representing a 32 percent boost from the year earlier," versus, "Compaq's enterprise computing unit's revenue increase 9 percent year-over-year to $3.4 billion." I won't mention the negative server growth area, since you will, of course, blame that on the "alfalpha." Perhaps your ever resourceful mind will construe this differently, but it looks like the area where Compaq uses AMD grew 32%, while the Intel-only segment grew at an anemic 9%. -Eric

To: Paul Engel who wrote (106159)	7/25/2000 8:54:32 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, >Intel Investors - GREAT NEWS from COMPAQ !!!"Industry standard server revenue grew by 40 percent, further extending our leadership in building out the Internet infrastructure, while our commercial PC business returned to profitability a quarter ahead of plan."" That is fantastic news for Compaq and Intel! Those Intel based servers are indeed looking like the hottest selling IT product there is right now. IBM reports very good growth in their Netfinity line every quarter, HP's NetServers look to be their hottest product, and I'll bet Dell comes in in early August with good results for their PowerEdge line also. It'll take some time, but maybe Intel's server products will get up there with the desktop, maybe not in revenues, but in profits. Tony