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

To: Road Walker who wrote (124404)	1/8/2001 12:48:55 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, I wonder how willing Intel will be to share proprietary information with a division of BRCM? My guess is not very willing. In fact I wonder how much proprietary information ServerWorks has right now. Right off the top, the chipsets that Serverworks designs that interface with Intel's new microprocessors don't have anything in common with Broadcomm's products, that I can see. The ones that are in the I/O, or communications areas, might be a different story, but I don't know how significant those are for Serverworks. My main concern would be that Broadcomm not shift priorities and somehow delay the chipsets that Serverworks has in development for Foster (and Itanium?) based servers. They may be the only source for those. Tony