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Technology Stocks : Intel Corporation (INTC)
INTC 34.74+0.1%1:52 PM EST

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To: J F Allen who wrote (89778)10/11/1999 6:09:00 AM
From: Amy J  Read Replies (1) of 186894
 
JF Allen and thread, RE: Exodus...web hosting /server farm business.

I just went to the Exodus thread and found this post. While it doesn't explain the Network disadvantage which you asked about (maybe someone from the Exodus thread could help explain how serious this network disadvantage is?), the post does explain Intel's possible advantages:

Courtesy of ravi nair from the Exodus thread:

Message 11442025

About construction management - this is where Intel's replication prowess comes into play. Facility Design ceases to be a barrier to entry after the first few, if you are building exactly the same.

Message 11434275

To: AmericanDane (1332 )
From: ravi nair Sunday, Oct 3 1999 11:06PM ET
Reply # of 1386

Intel is a threat.....

And Intel has experience running mission-critical data centers 7x24 to support their manufacturing operations- and they do it well too, because an hour's downtime translates to millions of dollars of lost revenue.

In addition, Intel has perfected the art of "Copy Exactly" - developing best methods of doing things and replicating them at multiple sites, which means new sites come up without a hitch. So, expect them to deliver on the plan to have a worldwide presence by next year.

Deep pockets and motivation makes Intel a threat to Exodus
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