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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (10597)	11/18/1999 1:32:00 PM
From: quidditch	Read Replies (1) \| Respond to of 54805

UF, Merlin & thread: a most interesting url/Torvald/INTC--sorry if already posted and thanks to Steve G from the other GG thread: wired.com [On the new SI, how in heck does one retrieve the SI post url--on the old SI, it appeared at the very bottom of the window] Steve

To: John Stichnoth who wrote (10597)	11/18/1999 4:13:00 PM
From: DownSouth	Respond to of 54805

John, if INTC wanted to make server appliances, they would not need to build server farms to do that. As far as margins are concerned for server farms, think of INTC's move as similar to those of WalMart and Home Depot. They stepped into low margin markets and built efficient infrastructure to decrease capital costs per dollar revenue, thus increasing margins, undercutting the competition, and maximizing revenues. One thing INTC knows how to do is build infrastructure. Those fabs they build are something else. The other thing they understand is "process".