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

To: The Duke of URL© who wrote (178689)	7/16/2004 2:14:47 PM
From: robert b furman	Respond to of 186894

Hi Duke, We're on the same page. Intels microprocessor business is alive and well. There recent(for years) emphasis has been to find the next big market to add that to their bag of tricks. Thus the misfire with Rhambus DRAM.The really good growth of Flash( but not as lucrative as microprocessors) and the evolution of Micrprocessors Plus Motherboards Plus communication connectivity. When fully evolved - the poor companies making PCI chips for wireless connectivity will be empty buildings somewhere. Intel's actually making progress in growing revenue beyond the microprocessor business and getting slapped by the guru's calling an end to demand (Inventory growth) and poor margins (new markets at less lucrative levels actually growing fast also). It still adds up to a more profitable Intel with a huge cash horde that I think will go towards options expensing and maybe a bigger dividend. Long term that will drive the stock price up and that's why I've added to on this decline. I'm not looking real smart at this point however.GG Bob