Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.06

-6.2%

3:59 PM EST

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To: Amy J who wrote (82530)	6/2/1999 9:48:00 PM
From: kash johal	Read Replies (3) of 186894

Amy, The switch business is dominated by Lu and Northern telecom. Lucent has a valuation that is many times NT's. The equipmet biz is not going to change overnight IMHO. If they agressively want to play in telecom equipment they either buy Lucent, NT or Cisco. I amagine NT will be picked up - probably by Cisco. And proprietary systems are fine- as long as you are a dominant player - just ask Cisco et al. If you want to sell cheap components then a components mind set is they way. They need to have a solutions mindset IMHO. And use their chip strength to lower costs and beat Lu to the punch. Regards, Kash J.

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