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Technology Stocks : Intel Corporation (INTC)

INTC 38.19

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11:34 AM EST

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To: Ibexx who wrote (100639)	3/10/2000 2:58:00 PM
From: Road Walker	Read Replies (1) of 186894

Ibexx, RE: "The M-guys on xbox team look well-fed" They look like excellent decision makers to me <grin>. More seriously, PS2 and X Box, with their Internet access, pose both a threat and opportunity for Intel. I believe there will always be a hard wired (cable or copper) Internet access machine in the home. For every "game unit" that is sold, it has the potential to add or subtract a unit sale for Intel. Microsoft just upped the anty, with a true PC microprocessor and a hard drive, this is essentially an alternate use PC. Sony (and Sega and ????), in their next model, will have little choice but to follow. So I see the win as more than a specific unit design win, but also a win for the x86 platform, always a good thing for Intel. John

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