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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Brian Malloy who wrote (25576)	3/5/2000 6:17:00 PM
From: puborectalis	Respond to of 27012

Intel Eyes More Israel Investment in 2000 By Steven Scheer TEL AVIV (Reuters) - Intel Corp. plans to invest in 'scores' of companies worldwide including about 20 Israeli companies in 2000, an official from its Israeli operations said on Sunday. The investments are part of the company's bid to transform itself from a microchip maker to an ``Internet economy' company, said Stephen Gray, senior treasury manager for strategic investments in Israel. He said Intel's financing arm, Intel Capital, would like to build on the dozen or so transactions made in Israeli high-tech companies in 1999. ``We'll probably do upward of 20 transactions this year,' Gray told Reuters during a telecommunications conference. ``We're looking into virtually anything that plays into and supports the Internet economy,' he said. ``And certainly Israel is world-class in terms of the scale of start-ups.' Gray stressed that the company is seeking investments in firms ``who have a strategic fit' with Intel's program. In order to compete in the high-speed world of technology, companies ``have been forced to move beyond their core competences,' Gray said, citing the wave of mergers seen over the past year between media companies and content providers. ``Intel is responding; we used to be the premier building block supplier to the computer industry,' he said. Now the company is a ``complete player in a whole range of the Internet economy,' he said. In 1999, Intel Capital invested $1 billion worldwide in start-ups, with tens of millions of dollars in Israel alone. In all, Intel Capital holds stakes in more than 350 companies with a portfolio value of $8 billion, in addition to outright acquisitions by Intel. Intel Capital recently invested in Israel's PassCall Advanced Technologies, which enables Internet access over mobile phones, and Surf Communication Solutions, which supplies software for high-speed voice and data transmission. Intel Capital typically will invest $1 million to $10 million in a start-up and take a five to 10 percent stake for that company to be a ``strategic partner,' Gray said. The company's greatest vote of confidence in Israel's technological abilities to date is a $1.6 billion microprocessor plant that opened last year in the southern town of Kiryat Gat. The plant is slated to export $1 billion in computer chips annually beginning this year. In addition to facilities in Haifa and Jerusalem, Intel employs some 5,000 people in Israel.

To: Brian Malloy who wrote (25576)	3/5/2000 6:19:00 PM
From: puborectalis	Respond to of 27012

Andy Grove sees Intel's role shifting Server farms and slimmed-down PCs to serve Net By Tom Murphy Last Update: 12:37 PM ET Mar 5, 2000 Internet Daily Net Stocks SAN FRANCISCO (CBS.MW) -- Intel-style chips sort the data inside 95 percent of personal computers. But what will happen to Intel's market as more data is processed on networks and less on the desktop? In an interview last fall, Intel co-founder and Chairman Andy Grove discussed how the world's largest chipmaker is bracing for that transition through new initiatives like building vast processing centers to handle network traffic. Just a few years ago, the former Time Man-of-the-Year scoffed at the notion of network computing as it was being touted by Oracle's Larry Ellison (ORCL: news, msgs) and Sun's Scott McNealy (SUNW: news, msgs). Grove predicted then that consumers would always insist on handling personal finances and correspondence on a personal computer in their homes, guaranteeing a healthy and growing market for Intel's chips. He still sees a continuing role for slimmed-down PCs as network nodes, particularly as concerns grow about storing personal data on a public network (and we'll revisit that theme in a future column). But now Grove says "we're moving more and more to network computing, and that is where we should be moving." Points of access Grove sees three main areas of data processing in the future and says Intel will compete in all three. The first is in the "hundreds of millions of access points" to the Internet, devices he described as "PCs streamlined for their predominant use being Internet access." The second is in the area of communication control -- shaping and storing digital signals moving from computer to computer. The third is the transfer of data that most of us think of when we view business on the Internet -- serving Web pages, tracking transactions, mining data. "And our chips are used, or are aimed at being used, in all these areas," said Grove. In addition to the chips Intel already manufactures for servers, he said the company has "a major set of developments" geared toward developing network processors. Intel outside? "Our developments need to be shaped so that they are more responsive to the needs of Internet computing than they were some time ago," he said. And that could lead Intel to become a public utility for data processing. In essence, Intel would create centers filled with enough processing power to support tens of thousands of slimmed-down computers connected to the Internet. I asked Grove if these centers could be thought of as "server farms." "Yes, absolutely. I think that's actually a very good way of looking at it," said Grove. "We're figuring out exactly how we're going to brand them, but we're going to brand them as some sort of Intel service." But these server farms wouldn't merely process data. They'd also house many of the applications and data used by their customers, including businesses that don't want to fund an in-house information technology group. Says Grove: "Nobody knows what portion of the use is going to be bought as service as opposed to being bought as product, but we want to be neutral to the possible shapes in that development."

To: Brian Malloy who wrote (25576)	3/5/2000 8:38:00 PM
From: Sonny McWilliams	Respond to of 27012

Brian. Here is an interesting article: dailynews.yahoo.com I bought DLCK for a trade unless things look up. Right now they are back peddling and supposedly waiting for standards. It has come down a lot and maybe this change of heart will appeal to investors. I'll see. Nice job on your options. Stock purchases take a bit more capital but when it comes to INSP, JDSU, RRRR, PSIX, Nokia etc. it comes all out in the wash. gg. Even AOL is almost a triple in a little more than a year and maybe even better by the end of this year. Everybody and their brother is recommending it, again today on TV, and nothing. gg. With those tech conf. going on this week, we may see NAZ 5000 sometime tomorrow. Let's hope Intel has another good week. Maybe we will hit the target price before there is some profit taking. dailynews.yahoo.com dailynews.yahoo.com dailynews.yahoo.com Sonny