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

To: Paul Engel who wrote (127110)	2/11/2001 1:39:47 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Paul, Motley Fool post summary of "the annual Intel Sales and Marketing Conf, this year in Anaheim" by a guy who identifies himself as "Job: Intel.......for 16 years, so it can't be that bad:)" Looks good to him too. - Tony Just got back from the annual Intel Sales and Marketing Conf, this year in Anaheim. Anyway. I thought you all might like to know the broadbrush view of what was said. Obviously I can't go into details and reveal the juicy bits, but I'll try and summarise the event without giving away any info to any competitors. The overriding message of the conference was to focus on four architectures that will take Intel to 15-20% growth for the medium term: IA32: Intel will aggresively ramp the P4 into consumer and corporate in 2001. There is a great advertising campaigns to back this up (we had a preview), and Intel will also focus on preventing AMD from gaining a foothold in corporate, whether that be mobile or server. Microsoft's Whistler will be a big reason for companies to upgrade in 2001, and it has a high minimum spec. IA64: we got a look at McKinley booting Linux, just one week after first silicon. Sun is the major player in mid range and high end servers and carrier grade telco servers, and we will be going after them hard. If Intel can keep ramping workstation and server sales, then Sun will be heavily impacted in both ASP and margin. Whether they can survive in the long run as a major player is debatable, but they may end up being a niche player like apple (great at some stuff, but awful at others). PCA: The Personal Internet Client Architecture (PCA), backed up by Siemens in an anouncement last week will continue to grow design wins in 2001, and will reap big money from 2002 onwards. IXA: The most design wins in 200 of any network processor. AS the big TEMs (Telco Equipment Manufacturers) move away from ASICs to programmable systems, then IXA stands a great chance of gaining a central role here. The keyword for 2001 was that while Intel made a few mistakes in late 1999 and early 2000, then we have addressed those issues, and will be very aggressive in expanding silicon sales this year based around the 4 architectures above. I came away more confident in the future for Intel than at each of the last 5 Sales and Marketing Conferences. Questions/observations welcome, but lead me not into temptation:) Cheers, PB boards.fool.com

To: Paul Engel who wrote (127110)	2/11/2001 5:03:41 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Paul, RE: "Sounds like ...a teen ager." What makes it amazing is the enthused comment didn't come from a teenager (although you're close). But I think you missed my point on this and this is worth discussing further, because it's one area that might be a bit of an "unknown" with respect to Intel, which is: Will it be Intel inside or Hitachi inside, say 5 or 10 years from now? And I don't mean 1 to 3 years from now, since Intel appears to have caught up nicely, but I mean 3+ years. It's really neat to see folks enthusiastic over high-tech products, but this example in my previous post, made me wonder how successful the US will be with PDAs 3+ years from now, and my point about that is (and this is the point I was making), will it be Intel Inside, regardless of who wins in the PDA world? The clever device I saw was incredibly inexpensive, out of (I think) Japan, with a Hitachi chip inside. How do you think Intel stacks up when compared to Hitachi? What exactly is the long-term competitive edge? Regards, Amy J