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

To: Paul Engel who wrote (95742)	1/12/2000 3:11:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 186894

Paul - <"You'll also have continuous growth over the next six months of the Pentium III Xeon processor. We'll put loads more effort into PIII Xeon and it will get much, much faster. . . . There are three parts of the server infrastructure: front-end, midrange, and back office, which are typically multiprocessing eight-way systems. We're pushing that way very fast and we're going to have a lot of building blocks, very high performance solutions for ISPs and resellers to go into the back office of the dot.com space. " "The Itanium has a number of features in it designed for secure e-business. A lot of that back-back office needs to be very secure."> That flies in the face of this Peckish analysts' view, i.e., Fahnestock report by Dan Scovel: [Copied from this post: Message 12544633] INTC: HOLD. Upgrade: Robertson Stephens upgraded its rating to Buy from Long-term attractive as part of broader bullishness across the PC space with the passing of Y2K, the emergence of Windows 2000 and the acceleration of server growth. We do not agree with its first two arguments and consider it far from certain that Intel will significantly benefit from accelerating server growth. For the record, I agree with Sean. PB

To: Paul Engel who wrote (95742)	1/12/2000 9:52:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, good article quoting Maloney. One part of it speaks to something that Amy J and I were kicking around, i.e., how will Intel push Itanium into the enterprise and Internet servers markets. Well, the article doesn't exactly talk about that, talks about Intel's strategy for selling its Web hosting initiative product instead. However, I have a feeling Intel might have the same strategy for selling Itanium as they do for selling web hosting, i.e., We'll be selling through partners. CRN: Regarding your Web hosting initiative, some VARs see it as pushing them out of the picture. Maloney: It's not. This is going to be complementary to the reseller channel, not competitive with it. We're not putting in place a big sales force. Intel doesn't have a large consultancy, sales organization, along the lines of an IBM [Corp.] or Sun [Microsystems Inc.]. That isn't how Intel works. We'll be selling through partners. We are very heavily focused on the reseller community and that's not going to change. Just a little information coming out, I'm sure there is a lot more to come on marketing and sales strategies for all these "new Intel products", from better Xeons to Itanium to web hosting to comm/network chips, etc. Pretty exciting stuff to me. I know that PC chips will remain the rock foundation for a long time, but I like the new stuff at least as much. Tony