Intel Corporation (INTC) Message Board

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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: John Koligman who wrote (68563)	11/15/1998 1:29:00 AM
From: jim kelley	Read Replies (2) of 186894

Dog, You keep saying how much money CPQ is making in the low end of the market. But when I look at their earning reports I do not see the earning. Gross margin is interesting but when you subtract the operational costs that CPQ is enduring there is little left on the bottom line. You are beginning to sound like a make over of HPEACE. There does not appear to be a I/O problem currently with desktops or servers. The big problem is ethernet and internet bandwidth. It is going to take sometime for the bandwidth problem to be resolved. By the time it is resolved you will see many more solutions to the I/O bandwidth which will then be an emerging issue. There are a lot of potential solutions to this problem. Packet busses, asynchronous buses, switch technology are a few of the technologies. I guess what you are really saying is that you expect CPQ to go with a proprietary high end I/O bus design. Well this should increase their engineering and development costs substantially and render their design incompatible with the third party options for their servers. Are you saying that CPQ intends to go with proprietary systems rather than open systems? Regards, Jim Kelley

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