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

To: Jeff Fox who wrote (76763)	3/19/1999 9:54:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Re: Y2K and ecommerce growth... these are worth repeating: Re: " I estimate that for our customers in this situation maybe 5% of them addressed the issue in 1998, another 20% so far year to date with the remaining 75% yet to do anything." Look for that remaining 75% to help FUEL Intel's Q399 and Q499 EARNINGS REPORTS ! Paul And, "Intel Server business will track Internet commerce growth," from Pat Gelsinger. Get INTC while it's cheap...up we go :) Amy J

To: Jeff Fox who wrote (76763)	3/19/1999 12:30:00 PM
From: xstuckey	Read Replies (1) \| Respond to of 186894

Jeff, Great post. I didn't follow this: "Intel server business will track Internet commerce growth." >Now let assume for argument sake that the price/performance improves at a equal rate (a very conservative assumption). This means that every server existing today must be replaced on average every year. Who knows what today's server base is? This should give a pretty good indication of the growth that Intel is targeting... < Do you mean that every server must be replaced each year (surely not), or that the total number of servers will double each year, or ??? I'm confused. Best Trading, X