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

To: J F Allen who wrote (89778)	10/10/1999 2:41:00 AM
From: Amy J	Respond to of 186894

JF Allen and thread, RE: "which challenged their business model due to lack of network ownership. I was wondering why this might not apply to Intel's entry into the web hosting /server farm business. tia and sorry to digress from AMD bashing.[g]" ----------------------------------------------- It does apply. I haven't read the article, but I've wondered about this: How can Intel compete on costs when, I understand, its competitor has burden-free use of the network by way of early-created marketing relationships? Anyone know how Intel can compete with this? How is Intel going to get these types of relationships? If Intel doesn't get this, then it appears on the surface they will be at a disadvantage. I don't understand how Intel can compete (on pricing) when encumbered with these extra costs their competitor doesn't have. And if this is a price sensitive business, well, being encumbered with costs their competitor doesn't have, concerns me. I don't know the webhosting/server farm business. I'm hoping someone can explain this? Specifically, there must be some strategy here which I am not seeing - there must be some advantage - like maybe top-tier service offering or maybe cost savings on the building of the operations (which maybe their competitor doesn't have?), some advantage must exist. Maybe the advantage is in Intel's potential ability to build the operations less costly? But, if operating the business is more costly than building the operation, this would imply Intel's competitor (who is not encumbered on network costs) possibly could have the advantage? As you can see, I'm making some wild guesses here. I don't understand what Intel's advantage is in this business area. I'm hoping someone on the thread can explain this business area. Regards, Amy J

To: J F Allen who wrote (89778)	10/10/1999 12:32:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

JF - Re: "Just read an article in Barons re: Exodus, which challenged their business model due to lack of network ownership. I was wondering why this might not apply to Intel's entry into the web hosting /server farm business. " You can be pretty much assured that anything - and everything - that youread in Bearons is the Gospel truth. Just look at what happened to Amazon after Bearon's "revealed" their failed business strategy. And Intel's stock plummeted after Bearon's condemned Intel for NOT getting into the Men's Shoe Spats business. Bearon's - the US's finest attempt at restoring 1890 technology. Paul

To: J F Allen who wrote (89778)	10/11/1999 6:09:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

JF Allen and thread, RE: Exodus...web hosting /server farm business. I just went to the Exodus thread and found this post. While it doesn't explain the Network disadvantage which you asked about (maybe someone from the Exodus thread could help explain how serious this network disadvantage is?), the post does explain Intel's possible advantages: Courtesy of ravi nair from the Exodus thread: Message 11442025 About construction management - this is where Intel's replication prowess comes into play. Facility Design ceases to be a barrier to entry after the first few, if you are building exactly the same. Message 11434275 To: AmericanDane (1332 ) From: ravi nair Sunday, Oct 3 1999 11:06PM ET Reply # of 1386 Intel is a threat..... And Intel has experience running mission-critical data centers 7x24 to support their manufacturing operations- and they do it well too, because an hour's downtime translates to millions of dollars of lost revenue. In addition, Intel has perfected the art of "Copy Exactly" - developing best methods of doing things and replicating them at multiple sites, which means new sites come up without a hitch. So, expect them to deliver on the plan to have a worldwide presence by next year. Deep pockets and motivation makes Intel a threat to Exodus