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

To: dmf who wrote (96847)	1/20/2000 8:51:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 186894

dmf and Thread - Intel vs. VIA Chipset Article BTW, I can't make specific comments on Intel Legal Actions that are pending. This article FYI for the thread only. yahoo.cnet.com Intel seeks to ban import of Via chipsets By Michael Kanellos Staff Writer, CNET News.com January 20, 2000, 5:05 a.m. PT Intel has filed yet another complaint against chipmaker Via Technologies, this time asking a government agency to bar the Taiwanese company from importing products to the United States. The giant chipmaker has filed a complaint with the U.S. International Trade Commission to bar Via from importing, among other products, its Apollo Pro chipsets, which work with Intel's Celeron and Pentium III processors, said Chuck Mulloy, an Intel spokesman. Via is also slated to release its "Joshua" processor for low-end PCs in the near future. It is uncertain, but likely, that the request for a ban could be expanded to include these products as well. Intel has filed a number of lawsuits against Via that center around a licensing deal that turned ugly. Via could not be reached for comment, but in the past the company has said they strongly dispute the allegations. In late 1998, Intel signed a deal to license its "P6" bus to Via. The bus is the main conduit for data between the microprocessor and the rest of the computer. Via planned to make chipsets incorporating the bus that would compete with Intel chipsets. The deal, a rare one for Intel, was seen by some analysts as a way for the company to deflect the attention of the Federal Trade Commission, then investigating the company, as well as an attempt to wean one of AMD's leading silicon partners away from dependence on the competition. Licensing pacts with other chipset makers soon followed. By April, the deal was already in tatters. Via was promoting a chipset with a 133-MHz system bus, faster than Intel's 100-MHz system bus. The chipset was also compatible with 133-MHz SDRAM. Intel claimed that Via had gone beyond the terms of the licensing agreement on a number of occasions for unspecified reasons. After negotiations failed, Intel filed a lawsuit in federal court. This was followed by lawsuits in England and Singapore. Along with Via, Intel is also suing PC makers FIC and Everex, which work extensively with Via. These companies also share common investors. During this time, Via's chipset racked up important sales victories with companies such as IBM, HP and Compaq. Although the outcome of any of these suits is uncertain, no love is lost between the two companies. While Intel has been filing suits, Via has been striking deals with S3 and others in an effort to insulate itself from liability. By contrast, no apparent problems have erupted on the other chipset deals. "Intel sued Cyrix five times, and they never won. Intel--they just love lawsuits," said Via CEO Wen-Chi Chen in November. "Because of the termination of the licensing agreement, none of their products are licensed for the P6 bus," said Mulloy. Under ITC procedure, the group will have 30 days to consider the complaint, which was filed on Jan. 7. If the complaint is accepted, the organization will assign a judge to examine the issues in the request, said Mulloy.

To: dmf who wrote (96847)	1/20/2000 11:57:00 AM
From: John Hull	Read Replies (1) \| Respond to of 186894

dmf, re:"It's my understanding Intel is offering it's customers a choice of hardware and software. Intel should be in a good position to suggest and assist customers in making the transition from Sun to Intel. The server farms are a way of getting customers who they can migrate to their own platform. Does anyone know what percentage of customers use Intel and Sun platforms in Intel's server farm at Santa Clara?" The answer is not as simple as the question. Intel does deploy a variety of hardware in the datacenters, mostly a reflection of the equipment the customers where using themselves before they made the choice to outsource to Intel. Sun Microsystems platforms do appear in some of these legacy customer environments. Mostly in the larger back-end systems. So, the answer to your question is: yes, there's some Sun hardware in the Intel datacenters. In truth, its not very much. Certainly, Intel based servers are preferred for new deployments and there's an opportunity to migrate the legacy stuff over time to Intel based solutions where they exist. In the end, I think Intel Online Services highest priority is to grow is customer base, and deliver the highest possible service. So far, that seems to be working. regards, jh

To: dmf who wrote (96847)	1/20/2000 9:38:00 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 186894

dmf: From the DELL thread: beta.siliconinvestor.com INFORMATION WEEK January 17, 2000, Issue: 769 Section: Cover Story - Intel Hosting: The New Goal Paul McDougall The culmination of Intel's diversification effort is its campaign to become a major provider of hosted applications. In September, the company launched its 500-employee Online Services group-part of a far-reaching strategy that represents Intel's greatest departure yet from its core manufacturing business. Under the plan, Intel will open 12 server farms worldwide by year's end. The first data center is up and running at Intel's Santa Clara, Calif., headquarters. Intel won't say how many customers it supports, but the center was built to house more than 10,000 servers controlled from a vast, NASA-style command center. Less than one-half of 1% of Intel employees can enter the facility without an escort-a level of security designed to reassure the businesses Intel hopes will trust their operations to its care. Intel spent $200 million last year to launch the hosting business as a wholly owned subsidiary; it will spend $1 billion to $2 billion more during the next four years to build data centers around the globe, including facilities in Fairfax County, Va.; London; and Tokyo. "I expect this will be a multibillion-dollar business for us eventually," Intel CEO Barrett says. The centers will be stocked primarily with Intel servers from Dell Computer, but they'll also house servers from rival Sun Microsystems. "Our customers may require Sun," says Michael Aymar, president of Intel Online Services Inc. "The applications they want may only be on that platform, they may have reliability concerns, or they may have a history of working on Sun and that's what they're comfortable with."