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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (119452)	11/28/2000 3:38:29 PM
From: Tony Viola	Respond to of 186894

Dan, are you saying the following with respect to the PC segment, or the web/enterprise, in other words, server environment segment? >>Strictly desktop PC and workgroup scale servers (including low end web servers). I see INTC's commanding lead unaffected in large (the most profitable) servers, and little affected (or completely unaffected) in the notebook space. I can't argue a whole lot with that except to say that, because of my experience on the OEM side, I know that the OEMs have a long and profitable venture going with Intel. This is not just Intel as a CPU chip vendor, but also with chipsets, mainboards, chassis and even servers where the OEM need only slap on their appearance package and boot the thing. Intel can get a whole lot of server business going in a hurry for most anybody. 'Twill be hard for anybody to get a foot in the door even at the workgroup server level. Nothing is impossible, but I don't see it for a good year and a half, and even then I wouldn't bet on it. Maybe the whitebox guys, possibly a Gateway, but not any of the big 4. Hey, big 4, Pentium 4, good match. Tony