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Technology Stocks : Intel Corporation (INTC)

INTC 46.95

-2.8%

Jan 16 3:59 PM EST

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To: bhagavathi who wrote (104787)	6/23/2000 4:05:00 PM
From: Paul Engel	Read Replies (1) of 186894

Mula - Re: "? Another interesting question would be to ask what kind of computing changes are dictated upon us by internet? We could very well see the computing market very fragmented (segmented) to address individualized needs (e.g. workstation, db servers, front end web servers, etc)." This is a fundamental issue. Intel, with its already established x86 Server CPUs and solutions, already has staked out several market segments, especially the "generic" Web Server. With the upcoming Willamette/Foster CPUs and ITanium/McKinley CPUs, Intel has THREE participants in this free-for-all grab for market share. And all three have different characteristics, strengths, weaknesses, and cost structures. Given this "broad" array of ammunition, Intel is genuinely better situated than all competitors to capture future design wins in these various market segments. Paul

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