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

To: Tony Viola who wrote (146733)	11/3/2001 9:34:14 PM
From: Road Walker	Respond to of 186894

Tony, re: That's a more detailed post, similar to one I made 2 or 3 weeks ago I remember that post, and remember thinking how right you were. Also, Jules Garfunkle has posted, with questions about how tech companies can contribute to national security. In the medium to long run, the current geo-political situation may (or may not) contribute to technology revenue. In addition to personal and business email, you have government agencies that need to collect, store and use a lot of information. So far, post 9/11, the tech stocks have outperformed the market. Could be a good reason. John

To: Tony Viola who wrote (146733)	11/3/2001 11:42:59 PM
From: Paul Engel	Respond to of 186894

Tony - Re: ", that EU sales picked up after 9/11, and that maybe it's because a lot of people decided it's time they'd better get on the Internet." Yep. And with the Anthrax and now Cyanide scares - this trend should kick into high gear pretty soon. Paul

To: Tony Viola who wrote (146733)	11/4/2001 4:00:19 PM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

>Otellini said something similar too, sure you recall, that EU sales picked up after 9/11 I believe he said September was strong in Europe. But even though this might be contingent there are key factors to believe Intel's future can only be better: - IA firing on all cylinders (e.g. 6 fabs on 0.13, 3GHZ by mid 2002, 300 mm in 2003, IA64 on target, IA/OEM/APPS provider's effort progressively hurting McSquealy, "horizontalization" approach to the enterprise market) - CMOS synergy in ICG, drive standard building blocks that dramatically reduce costs - held up purchases can only last so much (Michael D had a similar message) - WINDOWS XP effect on sales Contrast this with the "evangelists" that try to tell you what the REAL worth of Athlon is, and that Hammer WILL (some day) be a real cool singing-'n-dancing thing :-) -