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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: Mike Wong who wrote (48827)2/25/1998 8:01:00 PM
From: Mary Cluney  Read Replies (1) of 186894
 
Mike, Thanks for a terrific post - very informative too.

>>>I also suggests what Intel must IMPROVE on to sell to a mass market.<<<

If Intel is to succeed in this market, they should seek a lot advice from people like you.

>>> To sell multiple networked PC's in many
households, Intel will have to do the
following:

1. Wireless communications ( to get rid of the
ugly stuff, and the expensive electrician)<<<

I'll go for that. Under the carpet and around closet doors and stuff is really not my cup of tea.

>>> 2. Built-in LAN in each PC (that means no need
to install extra cards or drivers)<<<

More functions on a single chip (if that is what you mean) is great by me and probably with Brain Halla - but it may go against the grain with Intel.

>>> 3. Incremental cost per PC must be $50 or
less.<<<

One more function in 100M MPU's can't cost more than a few bucks - won't you think?

>>> 4. Performance of the LAN is not too
important. After all, how often will I need
to share video between PC's??<<<

I'll leave that to you engineering types.

5. Must be able to share new ADSL Lite
connection to the Internet throughout the
network, but without requiring complicated
setup by users. Preferably (and most
probably), it will be a standard driver in
Windows.

Doing something simply is not something that's in the Intel culture - I don't think. Who know's maybe Craig Barrett is a different type of manager.

>>> YOU KNOW WHAT ...... I THINK INTEL will MAKE
ALL THE ABOVE HAPPEN. Just a guess.<<<

I hope you are right - Intel has not had much success outside of MPU's. You would think that there would be a lot of synergy here and this would be right up their alley - but somehow I don't think so.

But, if they could make this transition and be able to sell to the end user - Intel should then have PE multiple of about 50.

Regards,

Mary
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