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

To: GVTucker who wrote (112419)	10/4/2000 4:27:57 PM
From: Gary Ng	Read Replies (2) \| Respond to of 186894

GV, Re: Blaming Europe and small business market. A logical explanation would be lost to AMD based system gary

To: GVTucker who wrote (112419)	10/4/2000 4:31:39 PM
From: L. Adam Latham	Read Replies (2) \| Respond to of 186894

GVTucker (or anyone): What restrictions, if any, is Intel (or any company) under regarding their stock buyback program this close to the earnings announcement? Thanks, Adam

To: GVTucker who wrote (112419)	10/4/2000 4:59:55 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

GV, Blaming Europe and small business market. What's more to blame is the fact that they're still 80% PC, while they desperately want to move up the food chain. CPQ has PCs down to less than 50%. Bigger systems = bigger margins, plus lots of services revenue. Think Sun Microsystems. Of course, CPQ bought Tandem and DEC a couple of years plus ago. Those deals are looking awfully good today. I can't feel sorry for Dell, remembering Mickey D's comment that Compaq wasn't even in the rear view mirror, or something like that, just a few months ago. What Mickey's doing now is eating others' exhaust. Tony