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

To: willcousa who wrote (123565)	12/21/2000 11:46:58 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

willcousa, re: Does this announcement disadvantage Dell? I believe that this is a new trend for the communications group, selling these items through OEM's rather than direct. I'm guessing that they weren't getting the sales from their own salesforce, and realized they needed the OEM's, and that HP was just the first to sign on. Following from the November 14th 10-Q report is to that point, with my bold. I don't remember Intel discussing a transition to OEM sales in previous 10-Q's. In the network and communications infrastructure area, Intel's strategy is to deliver both the system-level communications products and solutions, and component-level silicon building blocks for networking and communications systems. The Communications Products Group operating segment supports initiatives to deliver the system-level communications products and solutions directed at service providers running e-Business data centers. The Communications Products Group plans to transition from a business model of selling Intel NetStructure-TM- products direct to service providers, distributors, resellers and OEMs (original equipment manufacturers), to a model where it increases its focus on providing communications building blocks to OEM customers.