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

To: Process Boy who wrote (89809)	10/11/1999 7:10:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Thanks Process Boy for the links. Here's Barron's article on Server Farms: Message 11494926 I just posted this question on the Exodus thread: techstocks.com To: William F. Wager, Jr. (1362 ) From: Amy J Monday, Oct 11 1999 7:03AM ET Reply # of 1387 William and Exodus thread, RE: "Barron's will carry a piece which will purportedly bash EXODUS on competition grounds. Last week it was Intel." -------------------------------------------------------- Hi! We (I'm an Intel investor) had our turn last week. : ( What do you think about the challenge Barron makes regarding the lack of network ownership? This issue applies to Intel, right? Also, I don't understand how Intel can compete (on cost) with any company which has network relationships in place (which reduces their costs). Us folks on the Intel thread would appreciate your thoughts and insights into this business. Would someone explain all of this to us. This (i.e. web hosting/server farms) isn't my area of focus. Please reply to either Intel posts: Message 11498525 Message 11504156 Thank you! And please feel free to commiserate with us on the Barron articles! : ) From Barron's: "Other competitors include big, well-known names like AT&T, MCI WorldCom and GTE, which is soon to merge with Bell Atlantic. These firms all have greater name recognition, larger customer bases and greater financial, technological and marketing resources than does Exodus. More importantly, they can bundle their Web products with other services, making it more difficult for Exodus to compete. ...The company, however, has one big problem. While it has the biggest server farms by far, it doesn't own a network to transmit the enormous volumes of data that travel in and out of those server farms every day. ...When spikes occur, competitors like Qwest and AT&T have the ability to reroute traffic across their networks if necessary to ensure that data arrive without any glitches. For example, if the lines are busy between New York and Chicago, a company with a network can instantly reroute that traffic through Atlanta. Bottom line: "If you don't own a network you cannot guarantee the connection," says William Klein, a data communications analyst at Wasserstein Perella." Regards, Amy J