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

To: Tony Viola who wrote (96573)	1/17/2000 7:06:00 PM
From: Saturn V	Read Replies (1) \| Respond to of 186894

Ref- < will a Dell be prepared to handle customer support for very complex machines like 32 way SMPs with new CPU's, new chipsets, new OSs, new compilers, etc. The next thing that came to my mind is an overwhelming NO. Have to be IBM or HP, maybe Hitachi. Dell just doesn't have the experience in that kind of an environment, I don't think. Compaq does. > If Dell cannot handle it, then obviously IBM/HP etc get a breather. So they may sell what I call the plain vanilla Intel chipset based system, but IBM/HP provide the customer support, consulting, and design and install the server/computer configuration. So IBM/ HP become the service and selling organizations, integrating the commodity building blocks bought from either Intel,Taiwan, or other white box manufacturer with the needed reliability and stability. That is a third option to the computer landscape I described. Regards Saturn 5

To: Tony Viola who wrote (96573)	1/17/2000 7:35:00 PM
From: Saturn V	Respond to of 186894

Ref-< Actually, Intel, once they get up the customer service curve from their own web hosting/server farm experiences, could be their own best server vendor. This thing is coming full circle. > You raise an interesting point. The web hosting service could be a valuable learning experience for Intel, and be the eyes and ears for the Itanium family by providing first hand experience of the server business. I think that Intel will shy away from becoming a server vendor itself. Gordon Moore described Intel as a Chip Manufacturer, the system business just providing the packing crates for Intel Silicon. Thus becoming a server vendor might put sales of Itanium Silicon in peril, by poisoning the relationship with server vendors.Thus Intel may elect to pass up that opportunity for selling servers directly to end users.