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To: Paul Engel who wrote (105449)7/11/2000 9:33:37 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
I don't know about the volume or margins, but you have to like the ASP's on these new products:

Tuesday July 11, 8:14 am Eastern Time
Company Press Release
Intel Adds Bandwidth Management to Intel NetStructure Family
New Products Monitor and Enforce Application Service Levels to Improve Quality of Service for e-Business Data Centers

The Intel NetStructure 7340 Traffic Shaper and 7370 Application Shaper are generally released and available for purchase at the suggested list price of $24,995 and $29,995, respectively.

SAN DIEGO--(BUSINESS WIRE)--July 11, 2000-- Intel Corp. today announced two network devices that act as ``traffic cops'' to allocate network bandwidth and provide higher performance for e-Businesses' most important customers, applications and services. The new Intel® NetStructure(TM) 7340 Traffic Shaper and 7370 Application Shaper are based on PacketWise(1) technology from Packeteer, a pioneer in bandwidth management.

``Bandwidth management is an important addition to the e-Business data center, allowing network managers to prioritize service for their most important customers,'' said Brett Helm, general manager of Intel's Network Equipment division. ``As with the other products and services that make up the Intel NetStructure family, these new systems add intelligence into the network in order to deliver a faster and better e-Commerce customer experience.''

The new Intel NetStructure bandwidth management products give Internet Service Providers (ISPs), Application Service Providers (ASPs), Hosting Service Providers (HSPs), and self-hosted e-Businesses added control over how bandwidth is used so that important applications do not lose network resources to non-critical traffic. By monitoring and controlling network bandwidth usage, these products can improve network performance and enable more efficient use of a business' connection to the Internet, eliminating the need for some customers to purchase additional bandwidth from their ISPs.

``Packeteer's pioneering bandwidth management technology is a natural complement to Intel's e-Business data center solution,'' said Craig Elliott, president and CEO of Packeteer, Inc. ``By adding Packeteer's PacketWise technology into the Intel NetStructure product line, Intel can now ensure the performance of business-critical applications with quality of service control that spans from remote WAN access links to data center servers.''

In a separate release, Packeteer today announced it is expanding its product line with the Internet Security Accelerator 50, based on Intel's SSL (Secure Socket Layer) acceleration technology.

Intel® NetStructure(TM) 7340 Traffic Shaper

The Intel NetStructure 7340 Traffic Shaper is a high-capacity, intelligent network appliance designed to manage network bandwidth, deliver differentiated services and control WAN bandwidth allocation. The 7340 traffic shaper allows service providers to prioritize bandwidth to improve service for business-critical applications and limit non-critical or high-capacity ones, facilitating higher performance across a range of applications and services.

The Intel NetStructure 7340 Traffic Shaper detects and classifies over 200 types of network traffic, analyzes the behavior and provides network reports. Extensive reporting capabilities allow network administrators to base capacity planning on concrete numbers and assess the impact of configuration changes. The Intel NetStructure 7340 Traffic Shaper also maintains reports on network traffic, allowing administrators to recommend additional services to clients.

Intel® NetStructure(TM) 7370 Application Shaper

The Intel NetStructure 7370 Application Shaper is a policy-based application subscriber management system that enables ASPs and HSPs to quickly and cost-effectively deliver secure, measured and performance-assured application services tailored to the needs of specific markets and customers.

The 7370 application shaper enables service providers to provision, monitor, measure and control subscriber quality of experience for each application service. It provides a point of demarcation between the subscriber and the service provider; defines, enforces, and validates application network service-level agreements; controls performance; and integrates billing.

The 7370 application shaper works with network services such as frame relay, ATM, and VPN, and imposes no changes on routers, servers, desktops, or existing tools. A Web-based user interface provides access to the 7370 application shaper via a password and Web browser.

Pricing and Availability

The Intel NetStructure 7340 Traffic Shaper and 7370 Application Shaper are generally released and available for purchase at the suggested list price of $24,995 and $29,995, respectively. All Intel networking products are available worldwide through a network of distributors, value-added resellers and service providers. Additional product information is available at www.intel.com/network or 800/538-3373 for U.S. and Canadian customers; (44) 1-793-431-155 for European customers; or 503/264-7354 for other international customers.

Intel, the world's largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom.



To: Paul Engel who wrote (105449)7/11/2000 10:40:29 AM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Paul, re Peck: "Drew Peck is waiting instead for the Xeon processor
for servers that Intel will launch this week. "And that's a new product we know nothing about," Peck said. Cowen is not an
underwriter of Intel."

Boy wouldn't that be part of his job as a semiconductor analyst and bigmouth on Intel, to learn what their new products are by the eve of their launch? It's not even as though Xeon is the first big-L2 server chip, for small to medium sized servers, from Intel. The Pentium Pro blazed that trail.

I think one reason we're stuck with Peck is that he does come across when speaking as someone who knows what he's talking about to the uninitiated in the semiconductor business. But he always glaringly leaves something out when I listen to him.

Tony