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Technology Stocks : Intel Corporation (INTC)

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To: Jules B. Garfunkel who wrote (88049)	9/9/1999 8:12:00 PM
From: Paul Engel	Read Replies (3) of 186894

Jules - re: "That something, I believe, is the Intel Network support Chips. I don?t believe that the analysts know how to size this potential market, and I am one of them. Therefore, could you please put into layman?s terms what you believe the potential is for this new market? Could you also please tell us how IBM?s future entry into this market might stack up against Intel?s entry." The potential is large - very large - conceivably ONE controller chip per router or switch that is manufactured. However, this "potential' assumes that programmable router/switch Controller CPUS become accepted practice in that kind of equipment. For Intel, the risk is that their implementation of such a controller chip does NOT become an accepted standard - a situation which will probably not become clear for 12 or 18 more months. IBM represents an ALTERNATE choice for router/switch makers. Another jeopardy is that Intel wants to sell COMPONENTS to the router/switch manuafcturers as well as COMPETE head to head with them. Clearly, this is an untenable position in the long run. Paul

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