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Technology Stocks : Intel Corporation (INTC)

INTC 42.61

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Jan 7 3:59 PM EST

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To: DownSouth who wrote (41713)	12/8/1997 9:25:00 AM
From: Barry A. Watzman	of 186894

>re:But (again), all of the software products that you mentioned are explicitly intended to improve the performance, demand, and marketability of Intel's hardware (with the exception of ProShare). I agree with you on that; Intel is not a software company in the sense of a Microsoft, Lotus or Corel. The software they do, while significant, is done to increase the attractiveness of their processor products rather than as an end in itself. It has been argued that this is also true of many other Intel ventures including the networking and motherboard product operations -- whose real purpose, it is often postulated, is simply to increase demand for CPUs rather than to make money in their own right (although they may be and probably are very profitable). By the way, I left out the whold LanDesk initiative from my previous list of Intel software products, and it may turn out to be one of the most significant software products that Intel has developed.

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