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

To: DownSouth who wrote (41713)	12/7/1997 10:06:00 PM
From: Kashish King	Respond to of 186894

My contention is that Intel is NOT a company out to make a profit with software products. Where is Miss Silverstone when you need her? Obviously Intel doesn't want to get into the Windows software business since there are two, three, maybe 50,000 companies already doing that. What they can, should and have provided are sample implementations for system level software -- MMX for example. Now, things are changing rapidly as networked applications running on Java will begin to grab large portions of marketshare away from Windows starting in 1998 with the introduction of IBM's eSuite. The bleeding edge development machine of Intel has been ahead of the curve on this one, too, and since Microsoft isn't real keen on Java, Intel will play an increasingly important role in system software for Java. Microsoft has been toying with Intel for years and now the tables have turned. developer.intel.com developer.intel.com developer.intel.com

To: DownSouth who wrote (41713)	12/8/1997 9:25:00 AM
From: Barry A. Watzman	Respond to of 186894

>re:But (again), all of the software products that you mentioned are explicitly intended to improve the performance, demand, and marketability of Intel's hardware (with the exception of ProShare). I agree with you on that; Intel is not a software company in the sense of a Microsoft, Lotus or Corel. The software they do, while significant, is done to increase the attractiveness of their processor products rather than as an end in itself. It has been argued that this is also true of many other Intel ventures including the networking and motherboard product operations -- whose real purpose, it is often postulated, is simply to increase demand for CPUs rather than to make money in their own right (although they may be and probably are very profitable). By the way, I left out the whold LanDesk initiative from my previous list of Intel software products, and it may turn out to be one of the most significant software products that Intel has developed.