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To: James Connolly who wrote (6439)	10/2/1999 8:09:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 10309

Barron's cover story on Intel... Part 1: interactive.wsj.com Consider the server market. These high-end computers form the backbone of the World Wide Web, not only storing and transmitting the data, but also controlling, policing and supervising the flow of information-plus operating millions of Web pages. Barrett, who can be excused for holding an optimistic view of the market potential, figures that the number of servers needed to manage the 'Net could grow exponentially over the next five years. "Just take the rule of thumb that for every 10 PCs on the Internet you need one server," says Barrett. "I'm looking out and I see a billion Internet users. On that basis I'll need 100 million servers, roughly 20 times the number that exist today. It's a huge potential market." Industry analysts differ in their projections, but most agree that we are looking at a total chip server market which could quickly eclipse PCs in importance and size. Part 2: interactive.wsj.com What Intel is in effect attempting to do is replay the PC model in networking. Just as there were many different standards for PCs in the early 1980s, not all of which were compatible with one another, there are many standards for networking today, and few are compatible with each other. If Intel has its way, the standards would merge, and Intel would be the biggest beneficiary. "If you step back and look at the big picture, you find that nature rather abhors narrow vertical solutions to anything," says Barrett. "Nature likes horizontal solutions with standard building blocks and open interfaces. Being a success in this market is not dissimilar to being a success in the PC market. You don't just create one device. You create an architecture, a processor plus a way of doing things. You're throwing out a complete solution. That's the strength of our push."