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Technology Stocks : Intel Corporation (INTC)

INTC 36.91

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Dec 31 3:59 PM EST

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To: Amy J who wrote (137291)	6/13/2001 12:50:10 PM
From: tcmay	Read Replies (2) of 186894

High bandwidth infrastructure issues Amy wrote: "Hi Tim, RE: "Part of my recent skepticism about Intel's new focus on "communications" is related to the "last mile" problem: the real communications bottleneck is related to our (America's) infratructure"" ---------------------------- "I really think Intel should get a bit more active in this issue - within the industry and also the government. "If Intel doesn't push this, who will? " I don't know, but it's not Intel's area of expertise to be pushing for more fiber optic cable to be laid down country lanes and so on. In fact, it's really not a role of government at any level to be pushing for this, is it? And utilities and other companies are already quite aware of the potential for ADSL and cable modems...but they don't necessarily see a profit (look at all the ADSL companies which have suddenly folded, and the others which are hurting badly). It's a matter of local and national companies deciding when to put cable modems in Sunnyvale neighborhoods, for example. Part of this will come from customers squawking loudly that they want DSL or cable modems. Part of it will come from small businesses making it a priority. Having Intel's lobbyist in Washington making noise will not help. In some sense, the situation is like having a sophisticated Ferrari factory in Italy, but only rutted roads to drive them on. (A situation not far from the truth in Italy of the 1950s.) Grove made an interesting comparison to railroads and canals. The analogies with track being laid (local utilitites) vs. locomotives and rolling stock (chip companies) is too obvious for me to write about. I did hear of an interesting proposal a few years ago: gas companies using their existing gas lines to push optical fibers into homes. (Some issues of getting around sharp bends and around valves...) And there are "last mile" optical and radio broadcast schemes. Teligent was doing the optical approach, mainly for medium-sized buildings. They recently went into Chapter 11, though. Lots of ideas. None of them an area where the "Intel Machine" is particularly useful. --Tim May

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