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

To: C_Johnson who wrote (181250)	5/19/2005 3:03:46 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Regarding skype, a friend of mine that started a company in the consumer land knows one of their founders who is a bit consumer lala, but they have a great solution and consumer power potential. They also have the ability to attract some of the best consumer engineering talent. I noticed some consumer engineers seem to get a bit excited over consumer buzz rather than the actual technology. It's really different than the work-on-hard problems crowd that get turned off by buzz. Even the google guys aren't cool enough for some of the consumer engineers. Nerdy smartness vs consumer coolness. They are more like the Apple crowd. But they are out to make telcos irrelevant, so that's certainly not simple. I'm surprised they haven't gotten more press. RE: "there is little doubt in my mind that it is having a huge impact all the way down the chip food chain. What's most interesting about this is that Intel has limited experience in this arena. " Why would less chips be sold? The way I see it, they provide the venue for a ubiquitous environment to which anything and everything communicates. Those devices would have Intc chips, so that's a win. We've used skype (lots of people do, for the cheap call, like you said) but am reasonably certain an Intc chip was inside the device, no? I am more concerned about Cisco than Intel here. Regards, Amy J