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

To: greg s who wrote (113766)	10/16/2000 1:11:25 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Greg, I agree that long term Intel should continue to prosper. They are into hot areas as you say: At the same time, every PC and semi forecasting outfit has said that the market will continue to grow. Add to this the fact that Intel is making great strides into networking, servers, comm, etc., marking a great inflection point akin to the move from DRAM to uP's. The problem is that they get classified as a PC supplier, even desktop specifically. They never even mention how hot notebooks are, much less the white hot servers, networking, comm, etc. stuff. They have a one track mind and it's all PC. It's the same albatross Compaq is trying to lose. Even though they are >50% revenues from the right stuff like servers, storage, mobile and other ventures for the Internet, the drone analysts just keep throwing the PC baggage at them too. Not that there is much baggage at all, but herd mentality and piling on are definitely here right now. So, we get violent swings as a result of a change of guidance of 3% here or 5% there. As a long term buy and hold type, it really is getting sickening. Tony

To: greg s who wrote (113766)	10/16/2000 1:27:54 PM
From: Paul Engel	Respond to of 186894

Greg - Re: "IMHO, Intel will be viewed as brilliant for bringing this capacity on line in quarters to come. Good grief, FABs aren't built in a quarter!" Precisley. Intel made this error in 1997 - 1999 - and paid dearly. There is NO GOOD TIME to build wafer fabs - you either build them when they are NOT needed - or you build them when you DO NEED them but they they take too long to build to be of any help. By pushing through their fab expansion NOW - when demand may be wavering - Intel will then have the fab capacity to increase Semiconductor manufacturing when business does pick up. Paul