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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: Tony Viola who wrote (156513)	1/22/2002 1:09:12 PM
From: wanna_bmw	Read Replies (1) of 186894

Tony, Re: "What chipsets are these Ashok is talking about? 10:57 ET Broadcom (BRCM) 46.43 -2.09: In a pre-open note, USB Piper Jaffray analyst Ashok Kumar argued that BRCM's ServerWorks is seeing its first serious competition from Intel (INTC) in one-way and two-way server platforms; Kumar says this could threaten Broadcom's strategy to use chipsets as entry points for gigabit ethernet and other products into server OEMs." I bet he's talking about Plumas, Intel's new 2-way Xeon chispet that is set to launch soon. This will certainly compete in the same markets as Serverworks. Pluas supports things like dual channel DDR and 100MHz PCI - perfect for server environments. It should be a winner of a chipset. wbmw

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