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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 3:59 PM EST

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To: Amy J who wrote (82333)	6/1/1999 2:24:00 PM
From: The Phoenix	Read Replies (1) of 186894

I have to beg to differ with this "gorilla" perspective. The market numbers cited are relative to other vendors selling add on telephony cards to server based platforms however no one said that server based data/voice platforms will be the product of choice for convergence. In fact one could argue that these are the wrong platform since the underlying architecture (due to it's multifunction capability) is too costly. I suspect if one evaluates the entire data/voice market and looks at not only competing products but competing technologies - such as data/voice switches and routers then we'd get a better picture on Dialogic's business. I'd be willing to bet that between LU, NT, CSCO, COMS, etc that Dialogic represents less than 10% of the market for IP based telephony interfaces. Don't get me wrong, I think this deal could be huge for Intel and could very well change the industry. However, I still think Intel has an uphill battle here - maybe one that will be difficult given the struggles we're having with our core business - processors. Bottom line- this stock is taking a beating... OUCHies! OG

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