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

To: Barry Grossman who wrote (100225)	3/4/2000 5:54:00 AM
From: JDN	Respond to of 186894

Dear Barry: Whew, that was an eyefull. Long article but worth reading IMHO. JDN

To: Barry Grossman who wrote (100225)	3/4/2000 11:00:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Barry, I agree with JDN that that was a good, objective article about the new Intel. There are no guarantees in any of those new lines of business. At least Intel is trying. Of course, they have the war chest, no excuse not to. In Grove's book 'Only the Paranoid Survive', the inflection point thing is described as a very serious company wide new paradigm type thing. Some are saying Intel is going through an inflection point now. Big difference from the last one is that there was a sea of red ink back then and the company itself was on the line. I'd like to see more discussion on this thread about the new businesses, will do my part to contribute. We've made an attempt at trying to psyche what might happen with Intel in the 64 bit world, vs. and allied with Sun. That's good. Then, what's the deal on succeeding in the web hosting business, like Exodus? Do you put up a building with 10,000 servers, big storage, local area networks, hire some NT, Unix, Oracle, web people, sys admins and then hang out the shingle? Don't think so. In the routers, switches, DSL, cable modem, set top box areas, how do you compete with Lucent, Conexant, PMCS, BRCM, etc.? There's plenty of "my micro is bigger than your micro", and we'll get more chips to market this week than you will, na na na na na na, on another thread. That's OK here too, but I'd like to learn more about the new stuff. Off soapbox. Tony