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

To: Tony Viola who wrote (115805)	11/3/2000 12:14:36 PM
From: maui_dude	Respond to of 186894

Aloha Tony, Thread. Re : "Intel should be in great shape" Intel in their webcast had a foil that forecasts something like 26% CAGR. In some other forum, Barrett had mentioned (in 1999) that only 4% of server/WS market of year 2005 is taken. 4% to 100% in 6 years implies about 71% growth. 26% growth for Intel sounds way too low when market is expected to grow 71%. Did I get something incorrectly or is intel back-tracking ? Besides 10% IAG growth, when highend market is expected to grow 26% and strong mobile growth doesn't add up (unless there is heavy discounting on desktops to keep market share). Any thoughts ? Maui.