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To: Mike Buckley who wrote (6886)	8/12/1999 1:02:00 PM
From: JMD	Respond to of 9068

Mike, I'm right with you on big, bad INTC jumping into the ASP biz. Let's see--INTC vs. USIX, hmmmmmmm, any takers? Plus I am virtually certain (though I can't find the specific reference) that INTC has ALREADY ANNOUNCED that they're getting into that business. Even if my memory is incorrect, how could they not--sooner or later? I'm sure you saw CSCO's one billion dollar investment into KMPG: Company X decides to shift their IT infrastructure to the web; KMPG handles the software transition, CSCO installs the pipes. This swimming pool will consist of nothing but Great Whites against which USIX minnows will serve as nothing but cannon fodder (to badly mix metaphors). Rather put my money on the next lottery--safer return. :-) best, mike doyle