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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST

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To: tcmay who wrote (166317)6/18/2002 6:19:13 AM
From: Amy J  Read Replies (2) of 186894
 
Hi Tim, RE: "Do the math. Essentially nothing a _person_ (one) needs to do needs a T1."

I have hit the limits on my DSL line at home.

Admittedly, it's the not high-speed DSL version. There are many ways bandwidth is eaten, and I'm hitting up against these. And no, I don't even have video turned on here. Any type of plain data transfer will fill up 187,500 bytes per second (a T1 line). File transfers, exchanging MP3s, swapping pictures, newsfeeds, communicating. @Home said that at its peak, about 25% of @Home's capacity was being used by Napster folks exchanging MP3s.

I think the input variables for doing the math on a line, vary depending upon whether one is talking the kinds of things NCGs like to do or not.

Unrelated to the above, I know of an NCG that's waiting to buy a 2.5Mhz PC (with correspondingly high-end memory, etc.) But up to what max PC speed will a DSL line handle? If the margins weren't down to 49% from a high 63%, I wouldn't wonder. This question is for those on the thread that have a handle on Intel's margins, it's unclear to me why the margins dropped to 49% - maybe this is normal during a recession due to less volume but am wondering if it's a product mix issue due to lower speeds selling into foreign countries or people hitting the limits on their communication links that throttle chip speed. During the next CC (July?), we'll find out. I believe Bryant said it was due to either consumer softness in Europe or a product mix issue (which I didn't know how to interpret, which made me wonder if the comm link issue is already hitting margins though I would tend to doubt it.)

Getting back to our discussion about Fiber. After lots of discussion, there certainly doesn't seem to be an obvious answer and you make some valid points. I don't follow the consumer comm market, but apparently consumer UWB is expected to be available H2-02 for oem versions and 12-03 for consumer deployment per a public advertisement. I'll PM it to you.

Regards,
Amy J
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