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

To: Road Walker who wrote (114906)	10/25/2000 11:46:31 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, thread, I listened to the Compaq CC, a few pieces affecting Intel. Every time the strong quarter was spoken about, Intel based servers were mentioned first: - second consecutive quarter of at least 40% growth, YOY in Intel based servers. - There was one analyst that asked about Intel's 4 to 8% Q4 predicted sequential growth, lowest (he said) growth in 10 years. Capellas' answer was to expect continued strong growth in Intel based servers. He said especially the bigger ones, 4-way and 8-way, were gaining in percentage of overall server sales. I think this is great for the future with Foster and Itanium coming. - No slowdown seen in PC growth. - Ipaq pocket PC with Intel Strongarm: Compaq has increased production "7-fold." Not sure if this is Q over Q or what, but who cares. One customer alone, iScribe ordered 50,000 of them for medical, health care personnel use: patient monitoring, prescribing, etc. - Ipaq desktop, 50% are going out with Windows 2000, Microsoft groupies will like. Overall desktop and portables: 25% going out with W2K. The one so-called blemish in CPQ's report, forecasting 37 cents per share vs. former 41 for Q4, they said was entirely due to the weak Euro, and nothing to do with demand in Europe. Europe is very big for them, 33%, so it's a big hitter. I got the feeling that they wanted to go conservative on this, forecast the worst, and that any improvement in the Euro would have them beat estimates. Very strong report, and by far, the Intel products are shining the most, with one exception: enterprise storage up 44%. Overall storage, though, was up 9%. Tony

To: Road Walker who wrote (114906)	10/25/2000 12:05:30 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Thanks for the article, John. A quote from Mr. Former Employee, one which is sure to get the attention of the anti-Intel fedayeen: "The Intel Architecture Group is an arrogant bunch that all ought to be fired. This is a group that many times has no contact with reality and doesn’t know how to manufacture real things." No, this definitely doesn't sound like a guy who has a huge chip on his shoulder. Hope he realizes that IAG is made up of 10,000 employees, including yours truly. Maybe we all should just be fired, like he suggests ... Tenchusatsu