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Technology Stocks : EXCA Excalibur Technologies Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Xenogenetic who wrote (36)	8/1/2000 2:36:57 PM
From: a_dumb_blonde	Read Replies (1) \| Respond to of 52

Xeno, I don't think so, but curiously, how did you stumble onto that particular company? Just wondering. In any event, LISTEN UP... I've been doing an enormous amount of thinking about this INTC/EXCA union and I find it enormously interesting that an established gorilla is taking the effort to create a NEW company with such an unknown company. Anybody else but me think that Intel sees some serious discontinuous innovation in EXCA? :-) . I mean why else would they go thru the trouble? What is ALSO tres interessante is that Intel made this announcement in such a gorilla-stealth like fashion. They did it very suddenly and quietly. Gorillas usually shake the earth when they trek!. The fact that they made NO noise _surely_ did not happen by accident. IMO, this was premeditated stealth tactic so as not to heads-up the competition . In fact, does this new company even have a name yet? I remember hearing the analysts on the conf call following the announcement ask Intel about the 'method of transaction' for this EXCA/Intel merger. Someone had even asked them how come they didn't just 'buy the company' outright, instead of the creation of a new company with this share swapping thing. I remember Intel management's respond very clearly: 'We did it this way because we think we can get the product to market sooner'. So, if you ask me ....Intel smells the enormous potential of the EXCA patents and the ability to disrupt the value chain in the media landscape. Likewise, one could easily make the case that Intel is engaging in invitro fertilization of a baby gorilla---. Intel pre-selected the mother for her high IQ and beauty (EXCA patents, ability to disrupt the value chain) and then donated the sperm to produce the new Gorilla offspring. Intel is currently escourting EXCA across the chasm into the bowling alley. Ladies and Gentlemen, welcome to the beginning of the tornado. a_dumb_blonde