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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Paul Engel who wrote (82707)6/4/1999 10:59:00 AM
From: Tony Viola  Read Replies (1) of 186894
 
Paul, good article about PCs and servers, including use of Intel "kits", excerpt:

"The three Internet caching models, the C1200R, C1500R, and
C2000R, each are based on a 450-MHz Pentium II chip, Young
said. They come with fast hard disks and two, three, and five
Ethernet ports respectively, key features needed for network
dwellers. "

I guess Compaq couldn't wait for the K7 launch !

However, Compaq is a little nervous:

"But Compaq's biggest competition might be neither from
these smaller companies nor from traditional competitors such
as HP, Dell, and IBM. Instead, Ahari said the competition
might come from a totally different direction: Intel.

Intel sells its own Intel-branded systems in Asia and sells kits
to any "whitebox" manufacturer of generic computers, Ahari
said. But a stronger indicator of the company's server
appliance capabilities is visible in its appliance network server
designed for use at the center of home networks, he said.


FWIW, and in my experience, the Intel "nodes", or guts of a PC or server, what the author is calling kits, are always the smallest, fastest, cheapest and soonest to market of all the competition. I guess they do have the lead, though, since they make the CPU chips, chipsets and motherboards, making a real large part of the package. I guess that qualifies as a "DUH."

Here's an update on manufacturers using PII/PIII Xeons, some having the intel node(s) inside. I guess this collection of box makers is helping keep Intel ASPs up there. Just noticed, one of the box makers is named Zenon!:

intel.com

Tony
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