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

To: steve harris who wrote (99746)	2/23/2000 10:08:00 PM
From: nihil	Read Replies (1) \| Respond to of 186894

Don't think there is much competition between Intel and Dell in web hosting. Mikey plans to charge $18-$300/mo. for itty-bitty companies. Intel is buying Sun servers to please its customers if they request or need.

To: steve harris who wrote (99746)	2/25/2000 10:15:00 AM
From: rudedog	Respond to of 186894

steve - . He believes just because it happened to Gateway, it will never happen to him. Err... it happened to DELL last quarter. DELL just downplayed the impact. In some ways, DELL got hurt a lot worse than GTW, since DELL got hammered on 8-way servers where they were dependent on Intel for pretty much the whole package, and were delayed 6 months... RAMBUS based products, where they were an early adopter and had shifted much of their high end product line to RAMBUS, it was even in the fall catalog, but a combination of events made those products unavailable, and DELL as a result not only had no RAMBUS products but had already cut back on DRAM orders and had to scramble in the spot market... availability of low end processors, where DELL had to substitute higher performance parts to meet demand... coppermine shortages, where DELL was unable to meet demand and lost business to other vendors, including Athlon-based products. All in all not Intel's finest hour as a partner. Still, DELL did not break ranks as GTW did. In the hosting space, DELL's initiative is a reinforcement of their commitment to the program, rather than competition. In order to go into hosting with Intel, DELL will to some extent be a competitor with its ASP customers. Might as well go all the way... Intel doesn't care who gets the ASP business as long as they use Intel platforms and architecture, they are just assuring a presence. The more, the merrier. It could be the Intel farm, the DELL farm, the Digex farm or joe's ASP Inc... as long as its Intel hardware, and later the other enabling components Intel will be driving.