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Technology Stocks : Intel Corporation (INTC)
INTC 51.40+5.8%9:32 AM EST

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To: Paul Engel who wrote (99330)2/17/2000 7:35:00 AM
From: GVTucker  Read Replies (1) of 186894
 
RE: COBT

Really cool stuff. I think of Cobalt machines as server appliances for small businesses that know just enough to be dangerous. The Qube is a mail server appliance, and it wouldn't surprise me if some version of this machine is in just about every small business out there, as well as a lot of homes. It just makes too much sense to me.

That said, I still flipped the IPO. Curmudgeon that I am, I just could not justify this thing at 70-100x revenues. Their product is just too easily replicated. As a friend told me recently, "You are cynical beyond your years."
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