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Technology Stocks : Intel Corporation (INTC)

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To: MONACO who wrote (75391)	3/4/1999 7:25:00 PM
From: Jeff Fox	Read Replies (2) of 186894

MONACO, re:"T2000...So do you know what Level 1 brings to the table?" Sure do... - a key to the high speed internet. Level One is a specialty manufacture of chips that combine analog functions with some logic. These parts are the stuff that actually connect networks to the ethernet, cable or phone wires. They say it like this, "mixed-signal integrated circuits for high-speed digital signal telecom and networking application". By "mixed" they mean that they have a fab process that can make great linear circuits combined with adaquate digital on the same chip. These form tranceivers that drive the lines. Intel can not do this now. All of there massive fabs are tuned to make great digital circuits only. Up to now Intel has purchased these type chips for its network products from the likes of Level One or National. Intel has had a close relationship (as a customer) with Level One since L1's inception. L1 is located in Sacramento nearby Intel's Folsom campus. This press release is an example of this business: zdnet.com By merging L1, Intel gains critical components and technology to meet three requirements: - Gigabit Ethernet Drive tranceivers - Cable Modem tranceivers - ADSL twisted pair tranceivers The first business is on track, but the latter two are in their infancy. I see this as an Intel's move to crush the bottlenecks of the Internet. Intel intends to assure the rapid widespread deployment of the wideband Internet. By merging into Intel, L1 will learn how to scale up quickly, and ramp up products on schedule and with high quality. The new Intelabees will need retraining to think right. I'm sure they have no experience with working with the high pressure that is the result of great goals combined with unlimited resources. I think this is a gutsy and great move by Intel top management. This shows commitment, control, and determination; the qualities that allow Intel to control its fate. Intel doesn't wait around hoping others find solutions for its problems. Jeff

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