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

To: Jim McMannis who wrote (63858)	9/3/1998 11:56:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Intel Investors - Intel's Networking Products are Picking up Sales Here's an article on Intel's Fast Ethernet products (100 MBPs) for motherboards and Network Interface Cards (NICs). Intel is out there trying to hook up those billion Connected PCs ! Paul {===================================} Thursday September 3, 11:08 am Eastern Time Company Press Release Intel's Fast Ethernet Connections Outpace Industry Growth, Leads Industry in LAN on Motherboard Sales HILLSBORO, Ore.--(BUSINESS WIRE)--Sept. 3, 1998--Intel Corp. (NASDAQ:INTC - news) ranks as the No. 1 provider of LAN on motherboard (LOM) solutions according to the Cahners In-Stat Group quarterly report on the network interface card market. Intel, with a market segment share of 44 percent in Q2, leads its closest competitor by 12 percent in this rapidly growing segment, according to the report. In addition to being the market segment share leader in this category, the report shows that Intel's Q2 LOM sales jumped nearly 40 percent over the first quarter of the year. Intel attributes the growth of its LOM business to several new design wins with PC OEMs, including the recently announced Dimension V series from Dell Computers that is offered with integrated Intel 10/100 Fast Ethernet LOM. ''Our research indicates that Intel has rapidly gained momentum in the LOM market,'' said In-Stat networking analyst Shannon Pleasant. ''We believe that Intel will expand this market leadership with additional OEM design wins, highly integrated silicon designs, and compelling price/performance value.'' In-Stat's report also reflects Intel's significant growth in NIC sales with a 34 percent increase in sales for the most recent quarter. Intel is growing faster in this segment than the industry average and has made a 2 percent jump this quarter, where as the majority of other NIC vendors saw a decrease in market segment share. Intel credits the boost to factors such as strong NIC sales to several OEM customers, including Compaq and IBM, and continued success of Intel's new generation of managed adapters based on the 82558 Ethernet Controller, the industry's first single-chip 10/100 controller. The 82558 is Intel's most successful Fast Ethernet controller to date, combining optimized performance using Adaptive Technology and Wired for Management (WfM) capabilities on a single, highly integrated chip that yields cost-effective designs for PC manufacturers. In-Stat is a high-technology, market research and information company serving the semiconductor, communications, computer and converging multimedia marketplaces. Further information on Intel's networking products is available at www.intel.com/network or 800/538-3373 in North America. Contact: Intel Corp. Tom Potts, 503/264-4755 tom.potts@intel.com

To: Jim McMannis who wrote (63858)	9/3/1998 5:51:00 PM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 186894

RE I don't think you can blame Tom K for all of Intel's stock woes. Other factors include Wall Streets insistence that computer sales are cyclical, S.E, Asia demand slowing, world recession, perceived competition, competitive disadvantage due to large die size and the general market weakness of late I think your points are most accurate here and hopefully those negatives which are weighing on the market will eventually calm as the Asian economies and other situations improve. BTW Peter Lynch is going to be a guest on the NBR tonight Best Wishes Frank