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To: Skeeter Bug who wrote (95559)	3/5/2000 1:15:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

SB, Intel is the cover story in Business Week. It really makes good reading pro and con. Some of the concerns you mention here are in it. Anyone who has Intel stock should read it. Here's an example of some of my concerns. Intel is going after Exodus communications. Why I don't know? Exodus which btw manages all of my companies servers has still to make money, but they're great in their niche... So I assume they will some day. An excerpt >WIRELESS WAY. Still, analysts remain ambivalent about the likely success of the program. ``I just don't get it,' says Manoj Nadkarni, president of consultancy ChipInvestor.com, an investment research house based in Federal Way, Wash., that specializes in chip companies. Noting that the leading independent Web-hosting outfits, Exodus Communications Inc. and Verio Inc., are still losing money, Nadkarni and other analysts wonder what kinds of margins Intel can get from the business. Barrett won't comment on profits. Competitors, naturally, can't resist. ``This is a mistake,' says William L. Shrader, CEO of Internet service provider PSInet Inc., pointing out that Intel is going into business against its customers. ``Intel looks like a joke. They'll retreat in less than two years as gracefully as possible.' Adds Ellen Hancock, CEO of Web-service rival Exodus Communications: ``It's a stretch for them to say they have some expertise here. We've taken years to set up our operations.'