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

To: Tony Viola who wrote (142859)	9/5/2001 11:24:43 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Is this your way of quietly saying you've been converted to the Church of Intel by Humble Carl? (Ducking out of the way here) LOL! I ordered a small number of dual processor Athlon MP workstations yesterday. Each configured with 1/2 gig DDR RAM (not the big deal it once was). Our VAR is configuring them with Inwin Q500 cases and the NMB460 watt PS, Matrox G450 32M DDR cards (you don't need bleeding edge video performance for code development). Our budgets are tight this time of year, but we have a number of developers who have been drooling over the compilation speeds reported in tests by Aces, Anand, etc. Expect to order 3 or 4 more next week, too. Nuff said? :-)

To: Tony Viola who wrote (142859)	9/5/2001 11:44:50 PM
From: Amy J	Respond to of 186894

Hi Tony and Thread, RE: "good news on the 900 MHz big cache Xeon shipping again" This and the news that P4 is tight are good signs. From a product standpoint, Intel is very well positioned in the microprocessor business: they have a lock on the Server market (DEC folks are happy), and a lock on the desktop market (AMD is a bit behind now), SA is doing much, much better, and Intel has the largest capacity available. I think after Intel sheds some of its forays in other areas, it'll be in excellent shape. It doesn't make going through this any easier, but at least we know that Intel is a solid company, so when the turn around does come (and it will), I think INTC will be in a really great position. The only concern I might have about INTC (and this is probably a really, really remote one), would be if Intel decided to merge with another big company. There are no rumors, so this was just a passing thought I had today when I was reviewing my portfolio investment strategy, which is betting big times on Intel. And I think this will work out well as long as Intel doesn't buyout/merge with some big company. (Could you imagine holding through all of this downturn, only to be rewarded with a merger with a big company whose relative size would change the stock into something slow moving.) Fortunately, Intel is the leading microprocessor company, so it doesn't need to merge with anyone. Duncan, I suspect Intel will report on the lower end, but what the analysts do with news is always (and will always) remain a mystery to me. Long-term INTC is a great bet, but short-term, who really knows. Short-term, Intel has to clean up house a bit. Regards, Amy J