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To: Amy J who wrote (114544)10/19/2000 2:39:55 PM
From: Bob Kim  Read Replies (1) | Respond to of 186894
 
Amy,

Here are some figures based on numbers culled from ML (Osha).

INTC BRCM PMCS

Est. 5yr EPS Growth Rate 26% 55% 28.9% (down from 40% in July)

Est. 01/00 Rev Growth +14.3% +67% +87%

Est. 01/00 EPS Growth -3% +41% +77%

Est. 01/00 $ Growth ($ bil)+$4.9 +$0.7 +$0.6



To: Amy J who wrote (114544)10/19/2000 2:45:23 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Amy,

re: "I am a big believer in Intel investing into the non-IAG today for tomorrow, even if it negatively impacts the short-term."

So am I, emphasis on short term.

re: "However, I think the money applied for the Servers and nw communication groups is money well spent because these are fast growing markets and Intel is showing signs of strengths in them. Investing in these areas today is necessary. For example, if Intel doesn't spend money on proliferating their standards today, there won't be a tomorrow for that group. So, this money is well spent now, for a better future."

I agree here also. I'm just concerned that Intel lost $600 million on $1,693 million revenue in the non-IAG companies. And if these initiatives continue to grow faster than IAG, then their losses can become an increasing drag on the company.

There needs to be an end game where these companies will become profitable, or else get cut loose, sold or closed. As stockholders, we don't have any visibility on how these groups are doing, except collectively.

The success of IAG and flash is hiding some real bad performance. If Intel wants to be the GE of the Internet infrastructure, I think they need some of the same discipline.

John

PS Congratulations on the timing of you LEAP purchases, PERFECT!



To: Amy J who wrote (114544)10/20/2000 12:14:45 AM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Amy - Re: "However, it's the Server farms that I'm wondering about, namely, because they are not in the top of their category. "

Here's a new customer for Intel Online Services. If you know any GOLFERS or Tiger Woods fans(!!!) they might be
interested.

"Intel Online Services Hosts the ''Presidents Cup 2000'' Web Site

Intel's Application Hosting Subsidiary Teams with Quokka Sports to Bring International Golf Competition to the Internet
"

Paul
{=======================================}

biz.yahoo.com

Thursday October 19, 3:01 pm Eastern Time
Press Release

Intel Online Services Hosts the ''Presidents Cup 2000'' Web Site

Intel's Application Hosting Subsidiary Teams with Quokka Sports to Bring International Golf Competition to the Internet


SANTA CLARA, Calif.--(BUSINESS WIRE)--Oct. 19, 2000-- Intel Online Services, Inc. today announced it is hosting the Web site of The Presidents Cup 2000, taking place Oct. 19 - 22. Intel Online Services is teaming with Quokka Sports, a leading provider of sports entertainment for the digital world(TM), to bring this international golf competition to the Internet.

Intel Online Services, the Internet application hosting subsidiary of Intel Corporation, is providing a reliable, scalable hosting platform for The Presidents Cup site, designed to handle spikes in worldwide Internet traffic and accommodate diverse content including streaming video and live scores. Using Intel Online Services' AppChoice(TM) Managed Hosting Services, Quokka is able to focus on creating content and applications that are unique to The Presidents Cup, leaving the integration and management of hardware, operating system, lower-level applications and other critical elements to Intel Online Services.

The Presidents Cup 2000 site (www.presidentscup.com) provides numerous features including extensive match-by-match analysis and tournament coverage from the Robert Trent Jones Golf Club in Lake Manassas, Va. The Web site will also provide news and regular feature updates with daily video tournament highlights; and unique tournament applications, such as a course fly-over of each hole and a ``golf viewer'' with images coupled with text commentary.

``Intel Online Services is committed to helping our customers focus on their core competencies,'' said Mike Aymar, president, Intel Online Services, Inc. ``Our job is to free our customers, such as Quokka Sports, from many of the complexities of managing their site, empowering them to concentrate on the creation of compelling content and applications.''

``Intel Online Services provides strong technology expertise to Quokka Sports. We chose Intel Online Services to host the www.presidentscup.com site based on their ability to provide hosting with a global reach, scalable platform and flexible infrastructure,'' said Alvaro Saralegui, COO of Quokka Sports.

About Quokka Sports

Quokka Sports, a leading provider of sports entertainment for the digital world(TM), creates complete interactive sports experiences that fulfill the passions of sports enthusiasts worldwide. Quokka Sports (Quokka.com) leverages digital technology to offer rich, immersive presentations that include live event coverage, analysis, news and information, audio and text dispatches from athletes, games, community forums, and premium shopping.

The Quokka Sports Network is comprised of several sport verticals that feature some of the world's premier sporting properties. These include year-round coverage of 35 Olympic sports (NBCOlympics.com, SaltLake2002.com), Golf (Golf.com, PresidentsCup.com), Sailing (QuokkaSailing.com, AmericasCup.org, BTChallenge.com, VolvoOceanRace.org), Motor Racing (CART.com, MotoGP.com) and Action Sports (MountainZone.com coverage of skiing, climbing, hiking, snowboarding, adventure racing and mountain biking). Quokka Sports develops its content for a broad range of digital platforms from narrowband and broadband Internet to wireless and converged devices. Quokka Sports' innovative sports entertainment productions are enabled by Quokka Performance Team members Compaq Computer Corporation, Computer Associates International, Inc. and Intel Corporation. Quokka Sports has offices in San Francisco, London, New York and Seattle.

About Intel Online Services

Intel Online Services, Inc., an Intel Corporation subsidiary, provides highly reliable and innovative managed hosting services tailored to businesses running mission-critical Internet applications. Intel Online Services offers fully managed, second-generation hosting, which integrates the management and monitoring of multiple complex technologies that are critical for the success of e-Businesses applications.

Intel Online Services currently operates data centers in Santa Clara, Calif.; Chantilly, Va.; Reading, England; Seoul, Korea; Sydney, Australia; Tokyo, Japan; and Mumbai, India. Intel Online Services plans to invest $1 billion by the end of 2001 to develop and integrate Internet data centers worldwide.

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.

Third party marks and brands are property of their respective holders.

``Quokka,'' ``Quokka Sports'' and ``MountainZone'' are registered trademarks, and ``Quokka Sports Immersion,'' ``Qnews,'' ``What Happens Next,'' ``Sports Entertainment for the Digital World,'' ``Wired Athlete,'' ``Athlete's Voice'' and the Quokka Logos are trademarks of Quokka Sports, Inc.

--------------------------------------------------------------------------------
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