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

To: Joey Smith who wrote (58193)	6/17/1998 2:07:00 PM
From: gnuman	Read Replies (1) \| Respond to of 186894

Joey, What do you think of Eddlestons EPS downgrade, seems to me he and Kurlak may have switched sides? Sound's like Mark's singing Kurlaks old song, and Kurlak doesn't seem so bearish on Intel anymore.

To: Joey Smith who wrote (58193)	6/17/1998 6:14:00 PM
From: Andy Patton	Respond to of 186894

Hmmm....$2.00 per share doesn't sound very good, though I wish I knew where he got his numbers. But in the 2 to 3 years out term, it seems to me that what matters most is not whether or not the PC market stays flat or not, but Merced and enterprise servers etc. Is anyone aware of how to estimate what the market for Merced might be? From all the different companies getting on board, it would appear to be large. But what size more precisely? How many can Intel sell in its first year after introduction? I know this is a guessing game, but does anyone know what market would exist currently--i.e. leaving out any assumptions for growth because of Merced's new capabilites? Thanks for any help in this. Best of luck to all, Andy Patton