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

To: Hightechhooper who wrote (123668)	12/23/2000 8:52:30 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Hightech, thread, here's a pretty cool new website from Compaq on IA64. Compaq is using the term "Industry Standard 64-bit (IS64) computing" for Itanium based servers, which is like the term Industry Standard Servers they use for Xeon based servers, which are extremely successful. Guess they intend to try to make Itanium based the same kind of standard that Xeon is. - Tony www5.compaq.com

To: Hightechhooper who wrote (123668)	12/23/2000 10:25:55 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

HTH - Re: "Does the opening up of capacity in some way allow for the more rapid transition to .13 because more wafer starts are available for refinement of this process?" Not necessarily. The 0.13 micron process - with Copper Metallization - has been targeted at BRAND NEW wafer fabs that are designed to accept Copper processing. Intel has several of these in various stages of construction as well as their development site in Oregon for initial production. Other than the ability to more closely focus on the new 0.13 micron process, the slow down in demand for existing products will not readily help the transition to 0.13 micron products. Re: "It seems to me that INTC needs to do something that is an "upside surprise" to the analyst community before they get positive on the stock again. P4 at .13 seems to be what everyone is waiting for and given it is not expected until Q4 2001 " Don't count on it. Analysts - and the stock - don't readily react to technology developments. They react to SALES and PROFIT Increases (or decreases). Only if the sales ramp of Pentium 4s contributes to an increase in sales and profits will it have any impact on Intel's stock price. By and large, Intel is now at the mercy of the world economy. More importantly, Intel is also at the mercy of the brain dead analysts - as Dip Sh*t Whittington demonstrated on Friday. Intel is a wounded duck, and it is a sitting target for the next 3 weeks as analysts take their turn predicting poor Christmas sales - and poorer future sales of PCs - and hence Intel processors. Every day, a new analyst will take his turn - and Intel's stock will be rattled and drop - as the series of dire forecasts rattles already shaky investors. And when Intel does report their earnings in Mid-January, the analysts will begin ALL OVER AGAIN to predict the demise of Intel as they interpret Intel's comments on future sales expectations. Intel will be shot at daily by every analyst in the world who is looking to hear his name on CNBC. Be prepared for more downside. Paul