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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Paul Engel who wrote (88053)9/10/1999 6:47:00 AM
From: Amy J  Read Replies (2) of 186894
 
Paul,

Re: "Another jeopardy is that Intel wants to sell COMPONENTS to the router/switch manufacturers as well as COMPETE head to head with them. Clearly, this is an untenable position in the long run. "

Well, at least Cisco is smaller in revenue when compared to Intel. How does Cisco actually transact a sale, i.e. Is there any way they could separate the IOS from their hardware in a sale? Does any company bundle Cisco's IOS into their hardware? Just curious. Also, is Cisco really needed in 10 years when there's Lucent on the high-end, and on the low-end, the OS software is absorbing more and more of the basic routing capabilities. Why can't Lucent and Intel+Microsoft just squeeze Cisco out over time? That would leave Lucent on the high-end, which will probably always (as in more than 10 years) be needed. Just curious. I wonder what type of responses I would get if I posted my question onto the Cisco thread? Surely someone over there would know the answer to these questions and could give us insight into Cisco's future market opportunities if basic routing/switch software is absorbed into the OS and if Intel provides the basic hardware. But can you imagine rebooting your router because the OS hung?

I'd be interested in a longer discussion. Comments/thoughts/ideas?

Amy J
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