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

To: Srini who wrote (55085)	5/4/1998 4:28:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Srini, re:"will not have run its course till 2003?" No - I believe growth will resume in Q4 this year. There will be strong NT server growth of IA-32 product and modest growth in desktop and notebook. There is a full line of product before Merced. First will be the Deshutes based server "Slot II" line - then Katmai - then Merced. For the Desktop there is the real Celeron's, then Katmai, then Willamette. Katmai and Willamette are Intel's most important new processors for revenue growth - More important than Merced IMHO ... The desktop growth is hampered by application stagnation. Intel processor performance is still growing in line with Moore's Law. Desktop revenue growth will be unexciting unless somebody gets clever enough to employ the performance. Now I do not feel that signal processing is the answer. Things like voice recognition and MPEG decode are unexciting utility functions that won't get the dollar value returned. No - what Intel needs again are power applications that provide new real value to PC users. Jeff