COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Bill Ulrich who wrote (13201)	2/28/1998 8:56:00 PM
From: drmorgan	Read Replies (1) of 22053

Intel's move into networking equipment raises questions: Just a couple highlights -- SAN FRANCISCO -- Intel Corp.'s move into the low and medium sectors of networking equipment raises important questions for that segment of the market and sets the stage for major shifts in both its size and characteristics as well as the types of products it will have available over the next few years. Among other things, industry observers wonder how many market segments Intel will end up participating in and whether the company will compete with its own networking customers. Intel's shift from making less-costly NIC silicon to the NICs themselves helped cut prices last year for former customer and 10/100-Mbit Fast Ethernet NIC competitor 3Com Corp. (Santa Clara, Calif.), giving Intel a strong No. 2 market spot. Manufacturing is Intel's strength, said Tom Slykhouse, director of product marketing for Bay's switching-products group. That gives the chip giant an edge in some markets, but not necessarily where Bay and Cisco rule. "When it's a high-volume, low-cost product, they can be very competitive," Slykhouse said. "If they want to have a play in the enterprise space, there's a phenomenal amount of technology" standing in the way. More likely to be threatened, Slykhouse said, are companies closer to the consumer and low-price markets. 3Com Corp. drew analysts' early concern when Intel moved into NICs. techweb.cmp.com

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