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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

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Nov 12 3:59 PM EST

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To: Paul Engel who wrote (97104)	1/22/2000 7:41:00 AM
From: Steve Lee	Read Replies (3) of 186894

Some thoughts on the direction of corporate demand for computing power that I just posted on the Rambus thread: People are already complaining that the network is too slow. I don't know of many corporations that had gig ether on the LAN, now it's rapidly becoming more common. This is a 10X factor as Andy Grove might put it. With the servers on the gig ether backbone, a number of 100Mb equipped clients are now all seeing a full pipe whereas before the bottleneck at the server network card limited the clients' need for speed. The big networking bottleneck now on large LANs is often the internal routers. With layer 3 switching just now starting to take hold, this bottleneck too is disappearing. A common complaint in corporate networks is "The server is too slow". Normally it is not the server but the network. I think we are at the beginning of a change to "My PC is too slow". This is good for Intel and potentially Rambus. This is based on experience within large corporations in the UK. What trends are those of you who design and implement networks in other parts of the world seeing?

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