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

To: Mary Cluney who wrote (136006)	5/24/2001 12:11:20 PM
From: Tushar Patel	Respond to of 186894

Judging Intel's Top Brass fool.com

To: Mary Cluney who wrote (136006)	5/25/2001 2:12:22 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Mary - re: "For Intel to succeed in new markets (ie communications) they will need additional skill sets." Skill sets? Intel may well succeed because they have generated new product architectures, designed to address these markets, using Intel's wafer fab/performance technology to make these standout products. These are the Intel Internet Personal Client Architectures (DSP-Xscale-Flash-in-one-chip) and their Internet Exchange Architecture (IXP1200 - Multiple StrongARM/XSCALE CPUs per die). Couple these architectures/designs with the largest, massive amount of modern wafer fab capacity - burgeoning to 4 or 5 300 mm 0.13 micron/copper wafer fabs in the next 2 or 3 years (in addition to their existing 7 or 8 200 mm 0.18/0.13 micron wafer fabs), and you have a company that can simply outmanufacture and outproduce their competition by an order of magnitude. The high volumes/low cost can easily result in Intel establishing the common platform STANDARDS for these markets, in a manner that Intel and Microsoft (and IBM) established the x86 common platform for PCs. This results in lower cost components in very large quantities - a recipe to dominate these high volume, cost conscious, performance driven markets. Paul