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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: greenspirit who wrote (42676)	12/18/1997 1:19:00 AM
From: Joe NYC	Read Replies (2) of 186894

Michael, Not everyone will eelect to buy a fast computer to access it, but a million ISP's will need to continue to upgrade in order to fullfill the demand. This is Intel's real bread and butter going forward. If your going to spend 6 grand on a Server, you want to make sure it works well and dependably. Currently Intel has very weak competition in this area, therefore margins are high. Is Intel really dominant in the Web server market segment? All I hear about Web servers is that if you really want it to work, even under heavy load, you have to go with Unix, instead of NT. Are the ISPs running Unix on Intel boxes? Intel obviousle dominates Novell and NT server market, which is growing fast, but at this point, there is a limit to how high Intel can go because of the limits of NT. The very high end file and database servers are again Unix. Joe

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