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Technology Stocks : Internet Guru Discussion
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To: Alys Hall who wrote (2848)10/1/1999 4:04:00 AM
From: steve harmon - analyst  Read Replies (1) of 4337
 
exds/intc - intel is late to the data center game, just as it was late to the broadband chip game (broadcom leads there)

i don't see intel making big inroads for a few years and i believe there's room for 3 or 4 large players here
intel must prove it can be a data center provider, exodus and digital island have already proven it

to win intel will have to put some more value on the table, make the agreements more comprehensive, throw some weight behind the effort
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