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Technology Stocks : Intel Corporation (INTC)

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To: Mary Cluney who wrote (46141)	1/20/1998 8:14:00 PM
From: Paul Engel	Read Replies (3) of 186894

Mary - Re: "...how do they control this thing and how do they benefit from it - in a direct way?" If Intel is proposing that the DSL be implimented in software - using a high speed processor (Pentium II/>266 MHz) with an appropriate analog front-end chip, Intel will be enticing people to buy the higher speed CPUs - Pentium II/Slot 1 or Slot II. That is a direct benefit to Intel. If on the other hand, they are promoting a generic ADSL modem, as made by Amati/Westell, then Intel will benefit indirectly by speeding up Internet access for Dial-Up-Accounts (most homes/individuals). This will reduce the speed limitations of the "net" and bring access times in line with processor speed. Up till now, fast processors sit by in idle mode if they are being used in a single task/Internet browser application. Slow cheap processors can sit idly as well as expensive Intel processors. Either way, Intel will benefit - IF this pans out. That is a big IF. Paul

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