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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: James Connolly who wrote (8573)	10/1/2000 2:04:22 PM
From: Peter Church	Read Replies (1) \| Respond to of 10309

I am trying to understand the implications of the WINDTEL relationship. Does Intel intend to commoditize the Router/Server/Storage market like they did the PC market? Who will Intel will be competing against with these products: Cisco, Network Appliances,...? Or will they be selling the chip systems to these companies for further resale? This press release indicates Intel's vision for XScale and says products will be available later this year. intc.com "The Intel XScale microarchitecture extends Intel's role as a building block supplier to the worldwide Internet economy," said Ron Smith, vice president and general manager of Intel's Wireless Computing and Communications Group. "The combination of very low power and high performance makes the Intel XScale microarchitecture well-suited for Internet access devices, such as handheld and portable applications where battery life is essential. The technology is also ideal for Internet infrastructure products such as network and I/O processors, where ultimate performance is critical for moving and processing large amounts of data quickly," said Smith. The Intel XScale microarchitecture can be used in a variety of communications market segments. According to Smith, handheld device manufacturers could use the Intel XScale core to build devices that combine personal management and calendar functions, wireless Internet access and wireless video. The Intel XScale core can also increase the density, programmability and processing power of networking infrastructure manufacturers' next-generation infrastructure equipment, such as routers and switches. This capability provides Intel's networking and communications customers the ability easily to add new features and functions that help their products intelligently manage rich content applications.