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Technology Stocks : Intel Corporation (INTC)

INTC 45.07

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To: John F. Dowd who wrote (80460)	5/5/1999 11:57:00 PM
From: Paul Engel	Read Replies (3) of 186894

John - Re: " If you don't think the server scheme they announced the other day isn't involved with some kind of storage " Maybe I don't have a good picture of what you mean, but it is my impression that Dell has two distinct programs going: 1. Large Enterprise RAID storage systems that they OEM and sell to their Server customers. 2. A new initiative aimed at providing a huge Search Engine utility for their customers. The second one makes use of storage but is a separate and distinct entity. Intel will be implementing large server farms which will use servers (of course) and whatever storage their customers require. These will be combined as hardware and software (along with routing/switching networks) for the purpose of supplying e-commerce capability to customers who do not have the expertise - or desire - to buy and establish and maintain their own web site/commerce centers. Paul

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