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

To: a_dumb_blonde who wrote (37)	8/1/2000 5:11:35 PM
From: Xenogenetic	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. Picked it out from the article that I posted in post #35 on this board. I used to watch The Bloodhound Gang waaay too often as a kid, I guess. What would lead you to believe that PassEdge is not the NewCo that Intel is lining up with EXCA? 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 . Yes, yes, yes! I am a big proponent of those very same tenets. Are you sure you really are "a_dumb_blonde"? <grin> 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. I agree with you once again. The only thing that worries me here with such a rush to market is the implication of the magnitude of intense competition that Intel already expects at such an early juncture. A high wire act, to put it mildly. Let's hope Intel can create some barriers somehow with it's installed base of chips...else we better start practicing our quickdraw right now. -Xeno