Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.65

+2.7%

2:05 PM EST

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To: Paul Engel who wrote (79818)	4/23/1999 1:05:00 PM
From: Richard Ruscio	Read Replies (1) of 186894

Paul, I agree that Intel will easily be able to roll out boxes into data centers in a very cookie-cutter way. But that's the way the big monsters in the business - Sun, IBM, EDS - do it. Intel's business advantage is that they don't have to pay themselves the gross margin on the hardware that outside customers do. Translates directly into cheap hardware -> higher ROI. Throw in the coming chips / assembly for routers / switches, and most of the big ticket boxes for a data center are all Intel Inside (Inside Intel ? <g>). I think the MUCH bigger question has to do with the OS the boxes run. Any clues welcome. rr

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