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

To: Road Walker who wrote (138162)	6/27/2001 6:37:33 AM
From: Amy J	Respond to of 186894

Hi John, RE: "My WAG is that the significant revenue and profit stream is still one to two years away. (If anyone has a better guess, I would appreciate it)." The OS and software are needed to make it fully significant. However, I tend to think revenue made from the announced pilots is probably underestimated. RE: "Wonder what they are thinking at Sun?" Don't know. Maybe they're waiting until the momentum on the IA-64 infrastructure is sufficiently strong enough, to minimize the cost of a shift? RE: "Sun is clearly in the crosshairs. They can't be feeling comfortable." Some very big companies are after their market. But Sun always seems to be very smart at finding new markets and new opportunities. When haven't they? I don't know Sun's history, but in the time I've watched them, they have. RE: "Now if Intel could figure a way to make a penny on a dollar from their "other" business revenue, I would have a great deal of confidence in this companies future." As bad as some of the sectors in the comm nw market are, I wonder if some of Intel's competitors will eventually fall off? Does the last one left standing win? You've been asking good questions on the comm business. Wish I knew the answers. It's ugly for the short-term in comm. But I'm a strong believer in the nw comm business for the long-term. The long-term trend for human interaction is towards a lot more communications, not less. Businesses have a long way to go. I'm seeing surprisingly stronger evidence of a shift to IP than expected, which tells me Intel's bet on IP replacing packet-switched is right. (Though the question for a big company like Intel that needs a big market now rather than later, would be "how soon?") Regards, Amy J