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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

3:59 PM EST

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To: Amy J who wrote (88471)	9/20/1999 10:30:00 AM
From: The Phoenix	Read Replies (1) of 186894

Amy J Long response... with really no data...just comments on my last post. Why don't you share your thoughts. Here it is in a nutshell 1. Intel will not succeed in networking if they intend to compete against the customers. Their customers are already on high alert. Oh, don't tell me about their success in routers (btw NIC's don't count as INTC sells them as part of the box). INTC has sold less than $100M in routers - I don't call this success. Do you? Should Intel continue investing in a product that will surely limit communications companies embrace of their networking silicon. Do you understand yet? How can INTC possibly believe a large communications vendor will embrace IXA if INTC continues to sell competitve products? They won't. In the end INTC fails with their networking business (they have shown no ability to sell networking equipment contrary to your opinion), and they fail in selling networking silicon. Get it? 2. Networking equipment is quite differentiated. It's not a one size fits all box. Perhaps you should familiarize yourself with networking equipment before we continue this discussion? INTC and Micrsoft teaming to sell a high end communications platform - ha! Maybe 20 years from now, but I'll be well out of the market by then. 3. I never said that Cisco is a software only company. The value they provide is in both hardware and software and not they, nor LU, nor NT have any intent only allowing INTC to compete. No company (other than perhaps Microsoft) will enable INTC in the networking market. AND, since INTC and Microsoft need the incumbent networkers in order to succeed (selling IXA and Win2000), it would not make sense for them to compete. Indeed, if INTC and MSFT wish to compete the networkers will buy silicon elsewhere and it will end MSFT attempt to penetrate these companies with WIN2000. Point is, it is in INTC and MSFT's best interest in enable the incumbents not compete against them. OG

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