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

To: Paul Engel who wrote (111046)	9/24/2000 9:21:14 AM
From: Monty Lenard	Read Replies (2) \| Respond to of 186894

Re: Intel is now projecting a 3% to 5% quarter to quarter growth - instead of 8 to 10% - and this is SERIOUS? Paul, it is real serious when their stock is at these valuations and all the markets you refer to are pretty soft. BTW, what is really funny though is that everyone is treating this as INTC specific. :-) Monty

To: Paul Engel who wrote (111046)	9/24/2000 2:59:37 PM
From: steve harris	Read Replies (1) \| Respond to of 186894

pauL, re:Is Intel's dominance in Flash Memory in Jeopardy? Answer - NO ! I hate to interrupt your fantasy pauL, but Cisco and other companies doesn't seem to care for Intel FLASH. Of course if your opinion is representative of the current mind-set of management at Intel, then Europe is not the problem. amd.com "We chose AMD flash memory products because of their unparalleled high reliability and AMD's commitment to a seamless upgrade path to higher densities," said Mike Campi, vice president of Cisco's Global Supply Management group. "This agreement acknowledges AMD's leadership AMD as a leader in flash memory technology and positions AMD as a significant provider of flash memory devices to Cisco."