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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

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Nov 20 3:59 PM EST

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To: Jules B. Garfunkel who wrote (88049)	9/9/1999 8:21:00 PM
From: The Duke of URL©	Read Replies (1) of 186894

Direct to you from the Better-to-Keep-Your-Mouth-Shut-Department: It really simple: Pretend a Switch is a PC. The market now consists of many different vendors, each with a proprietary chip and an operating system to run it. Pretend existing PCs are applications. What Intel intends to do is create a chip that will run a generic switch. Intel estimates the Market to be three hundred million switches. Anyone like an IBM who may attempt to proprietize (sp?) the market will go the same way as the Micro Channel. If they do attempt to make their product generic, then they better be the low cost manufacturer. Pretty simple, huh? (I am ducking under my desk even as I press the 'Submit Response' key.) :) Duke

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