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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST

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To: techtonicbull who wrote (114753)10/23/2000 3:49:00 AM
From: Amy J  Read Replies (1) of 186894
 
RE: "Also Intel has produced software in direct competition with competitors in the field of voice and video conferencing."
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Tbull, I think you are digging yourself even deeper:

If you think Intel is competing with their customers in the traditional videoconferencing market, then why did Intel essentially pay PictureTel $8MM so Intel IMO could get out of this market?

Intel "briefly" entered this H323-based, traditional VDC market to stimulate chip demand. And it is now over a billion dollar market. That's more than a billion dollars worth of solutions that either directly or indirectly consume more chips.

Re: voice

And if you think Intel desires to compete with their voice customers, then why is Intel spending many millions of dollars to further develop the standards-based voice industry so that more chips are sold?

And why do you think Microsoft made a $10MM to $20MM investment into a voice company? And why did Intel turn around and acquire that same company? Because Intel wanted to proliferate industry-based communication standards in order to grow the voice industry, so that more companies create more voice solutions in the market place, so that more chips are consumed.

More industry voice solutions, more chips are needed.

More industry video solutions, more chips are needed.

Amy J
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