<<MM, neither INTC or DELL (especially DELL) will buy COMS. For INTC, too many anti-trust issues with NICs and low end hubs.
In networking and graphics, INTC has acquired where it made sense in order to boost the end users need for CPU bandwidth. Their only desire is to keep the market salivating over 450, 500, 550, etc CPUs. This is where their margins are. I can't see them having any desire to go up against CSCO et all in the mid to high end of the enterprise where margins are eroding for all except CSCO.>>
I agree with this, especially why fight in enterprise where margins are eroding. Why not just by-pass enterprise and go to the core, where margins are good, and forecasts are for $650 billion in revenues in 2001. INTC watches LUs action re ASND, LU doesn't move, INTC steps in. Stranger things have happened. There is definitely no product overlap between INTC and ASND, as so many here consider the first hurdle to be cleared before a deal can even be considered.
And, thinking 2-3 years out, ASND could help really drive demand for more powerful processors via building out the core network to really carry (mission critical quality) data, voice and video in packet form, as well as eliminate latency to allow running of transaction intensive real-time applications on outsourced servers, no matter how remote.
jww |
