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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Amy J who wrote (88081)	9/10/1999 9:56:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 186894

Perhaps you know more than most of us. What makes you think that: - Intel will use Microsoft's OS for their networking products? - Intel will move further upstream in networking? - Intel has the service, support and sale organization to compete in networking? - LU will use Microsoft OS in the carrier market? I have many more questions but here are some facts.. - Micrsoft's RAS has not been successful. They cite that the cost of supporting customers is too high. Remember - they are used to software margins! - Intel has a networking chip and a few low end networking products. Of the $1B in revenues they generate from networking 80% is from NIC's and hubs. Another 10% is from low end ethernet switches. - Intel's IXA is targeted at companies building communications products and the goal is to reduce the cost of these products thereby freeing up dollars for PC churn thus more pentiums. - A second target of the IXA is simply generate new revenues in new markets to increase shareholder value - The IXA provides foundation technologies. Most of what Cisco provides will stil be required. - Intel has not penetrated the network processing market yet. Your assumption that they will is a leap of faith given Cisco's recent alliance with IBM. Hey, why not a CSCO/IBM/SUNW world???? The point is that LU, NT, and CSCO will not get squeezed out. Nor will IBM, INTC, or TI. Nor will MSFT, SUNW, or AOL/NSCP. BTW: These are stream of conciousness thoughts..... if you dig deeper you'll find a lot more reasons that all these companies continue to benefit from the technology/internet revolution for at least another 10 years. OG