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


To: Amy J who wrote (101465)3/25/2000 8:35:00 PM
From: Pigboy  Respond to of 186894
 
Amy,

Re; post on storage to the center, processors to the periphery.

<< The only small nit might be, the post may incorrectly give a reader the impression Intel is following a shifting dynamic, when in fact, they are leading it, e.g. higher-end cpu's (outbound from Server Farms), nw comm processors (transport), PCs/IA/PCOAC (inbound data recipients from Server Farms), and IP telephony (comm). >>

Thanks for your insights. Seems both scale out and/or scale up will favor Intel. I believe Bill, the poster, likes Wintel in the long run. Part of the confusion to me is that this new world of Server Farms that Intel is moving way into is just starting. I am trying to find out more on it myself and i get a lot of 'general' replies.

I also believe that poster Bill thinks that EMC will race MSFT and CSCO to the Trillion Market Cap area. Maybe humble carl would like to wager with him. ;-)

pigboy