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To: techtonicbull who wrote (114753)	10/22/2000 11:59:57 PM
From: Paul Engel	Respond to of 186894

techtomicbull - Re: 'Also Intel has produced software in direct competition with competitors in the field of voice and video conferencing" By your implication, these " software voice and videoconferencing companies" must be customers of Intel. Just what does Intel sell to these software companies ? Paul

To: techtonicbull who wrote (114753)	10/23/2000 12:37:32 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

When you said Intel sells products that compete with their customers, I thought it was the "Intel sells servers to end users" story again. Instead, Intel's motherboard and other finished products compete directly with other companies who manufacture similar finished components. I'd call that a nit. When you get big enough, you're bound to end up selling something that competes with a customer. Today, especially, it's like every other company is your ally in some ways and your competitor in another. So you think Sun is good for ten years. Actually, you sound more like you think they're untouchable. If you go back in the history of tech, you can count on one hand the companies that have dominated for that long. You think Sun can do that when most of the rest of the computer companies in the world are building machines that are very similar to each other and diametrically opposed to Sun's products? Sun is right and they are all wrong? To me, Sun has had a great run, but I think the competition is bound to get them, just like what happened to mainframes. Enough jackals will bring down any lion. Tony

To: techtonicbull who wrote (114753)	10/23/2000 3:49:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "Also Intel has produced software in direct competition with competitors in the field of voice and video conferencing." ---------------------- Tbull, I think you are digging yourself even deeper: If you think Intel is competing with their customers in the traditional videoconferencing market, then why did Intel essentially pay PictureTel $8MM so Intel IMO could get out of this market? Intel "briefly" entered this H323-based, traditional VDC market to stimulate chip demand. And it is now over a billion dollar market. That's more than a billion dollars worth of solutions that either directly or indirectly consume more chips. Re: voice And if you think Intel desires to compete with their voice customers, then why is Intel spending many millions of dollars to further develop the standards-based voice industry so that more chips are sold? And why do you think Microsoft made a $10MM to $20MM investment into a voice company? And why did Intel turn around and acquire that same company? Because Intel wanted to proliferate industry-based communication standards in order to grow the voice industry, so that more companies create more voice solutions in the market place, so that more chips are consumed. More industry voice solutions, more chips are needed. More industry video solutions, more chips are needed. Amy J