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

To: Tenchusatsu who wrote (92508)	11/15/1999 3:10:00 PM
From: The Duke of URL©	Respond to of 186894

Two articles which taken together may be of some moment. Intc has previously announced some DSL initiatives: Intel invests in telephony Intel Corp. (Nasdaq:INTC) Monday announced an acquisition and alliances designed to speed the development of computer telephony. Intel said it has bought Parity Software Development Corp. and taken out stakes in MediaSoft Telecom Inc. and Prima Inc. through a special Communications venture fund. Financial terms were not released. zdnet.com Digital Subscriber Line service providers are eagerly awaiting a decision from the Federal Communications Commission this week that could radically change the economics of providing high-speed access to consumers. zdnet.com Duke

To: Tenchusatsu who wrote (92508)	11/15/1999 3:16:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Tenchusatsu, it does seem to me that Intel's long history of good execution (most of the time), deep pockets, systems engineering experience, including RAS (beyond just the chip), and ability to ally with the best of the rest make them the chip developer everyone wants to align with for big systems. Sun getting on board so early with Solaris verification on Itanium is a good example. Sun is on a roll right now, but they made sure recently to announce a milestone of running Solaris on Itanium. Scott McNealy is not lacking for ego, but he knows where the bread, or more bread, may be buttered down the road. I'm getting stoked for the 64 bit rollout myself. It might just add enough business for Intel down the road to make these daily analyst upgrades, downgrades, and benchmark wars over current 32 bit chips with AMD somewhat moot. Tony

To: Tenchusatsu who wrote (92508)	11/15/1999 10:11:00 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: I'm amazed at the number of people out there, including the third-party web sites, who think that AMD's 64-bit fantasies.... It may not be particularly relevant, but the 16 to 32 bit transition is where Microsoft took out IBM in the software business. IBM pushed 32 bit OS2 early and hard, while Microsoft kept its 16-bit-with-some-32-bit-extensions-tacked-on-but-it-still-runs-dBASE II windows 3.X. This is the strategy that AMD is going for. The 32 to 64 bit hardware transition is obviously quite a different situation but there may be some similarities. It's not like AMD has a choice (Intel isn't going to license IA-64 to them), but sometimes a company gets lucky and gets forced into a corner that winds up being a pretty nice place to be. Dan