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

To: Tony Viola who wrote (115552)	11/1/2000 5:36:40 PM
From: jmac	Read Replies (1) \| Respond to of 186894

he's saying something good. intel is reacting in after-hours. now at 46 1/2. dell is moving too.

To: Tony Viola who wrote (115552)	11/1/2000 5:42:47 PM
From: Tony Viola	Respond to of 186894

Otellini: Mobil sales grew 41% Q3-99 to Q300. ASPs mostly flat (tad down over last 5 Qs) Servers >$10K Share grew from 42 to 58% in last 5 Qs Now saying Intel based used to be best price/performance, now highest perfomance also (those clustered machines with the tpm/C ratings). Intel market growth outgrowing overall server market.

To: Tony Viola who wrote (115552)	11/1/2000 9:12:09 PM
From: maui_dude	Read Replies (2) \| Respond to of 186894

Tony and Thread, Thanks for the report. I would like to point out few things I was disappointed with. 1. High-teen revenue growth projection over next few years is lower than 20% Intel has hoped/aimed for just a year ago. Great for a company Intels size, but I wonder how investors will view this (the wildcard may be cost reduction with .13 etc and later 300 mm). 2. 'Pilot' systems of Mckinley in Q4 2001. Wish they were more than pilot! 3. If server projected to grow 26% (and I assume unit, which means Revenues and ASP will be lot higher), Mobile to grow at a faster rate than desktop (and has higher ASP), most of new business (the other 20% category) to grow 50%, why is Intel expecting only high-teen growth ? Any thoughts ? Maui.