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To: greenspirit who wrote (807)12/6/1997 1:43:00 AM
From: Barry Grossman  Respond to of 990
 
Michael,

Thanks for the post. It sure is an interesting development but not too surprising. Intel has plenty of cash to spread around to new enterprises and this looks like real growth story.

To change the topic, in case you missed this interesting series of prognostications:

From Red Herring Online:

herring.com

TOP 10 TRENDS FOR 1998:

1. Data and voice come together on the Net.
2. We realize the Net is not a new medium, but many media.
3. Bandwidth gets broader.
4. The Wintel duopoly begins to show cracks.
5. Java splinters.
6. The virtual desktop becomes a reality.
7. Market volatility increases.
8. More merger mania!
9. VCs face increased competition.
10. High tech gets more political.
Anti-Trend: NT Server doesn't take over the enterprise.
=======================
Barry




To: greenspirit who wrote (807)12/6/1997 7:28:00 AM
From: Road Walker  Read Replies (1) | Respond to of 990
 
Michael and All,

I thought the following post on the Intel thread was very good, and worth the time to read, puts things in perspective with the stock price not performing too well lately:

exchange2000.com

John



To: greenspirit who wrote (807)12/8/1997 11:06:00 AM
From: Road Walker  Respond to of 990
 
Michael, re: Internet Commerce

Isn't this essentially what Pandesic (sp?), the Intel/SAP JV is up to?

John



To: greenspirit who wrote (807)12/27/1997 1:46:00 PM
From: greenspirit  Read Replies (1) | Respond to of 990
 
In case anyones interested, I found a couple of more companies involved in this Web Development industry. I wonder if Intel is interested in taking a position in any of them? There may be a few companies I'm missing, but I believe after these, the industry is run by hundreds of thousand of mom and pop type business's.

fine.com
tier.com

Regards, Michael



To: greenspirit who wrote (807)4/3/1998 10:12:00 PM
From: greenspirit  Read Replies (2) | Respond to of 990
 
Thread, Intel made a smart move buying a ton of USWEB stock prior to the IPO. Their stock price has nearly tripled in less than 5 months. The other major leader in Web Development recently went public by merging with REGI, Neoglyphics.

This new industry "Web database Development" deserves to be taken very seriously going forward. It seems like every company is moving aggressively to cut costs by getting rid of paper and putting everything they can on the Intranet. This trend IMO is still in the first few innings of a very long game. I recently read that Bank Of America saved over 50 million dollars in their first year, by shifting allot of their training, and internal publications to the web.

Imagine this....Every company policy on the net, every travel arrangement made via the net, every pay invoice, every training plan, every customer database, every sales trend about individual products.

I know there are many of you in business today who realize how much money corporations will save by moving to this "paperless society". It's been talked about for years, but with the advent of the Intranet, it's time may finally have come.

Heck! even the Navy is taking this approach seriously. :-)

Michael