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

To: Jay who wrote (43732)	1/3/1998 6:46:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Jay - Re: " I'm sure Intel realizes its weak position being purely hardware oriented -" You and STAK are completly wrong - are you guys living under a rock? You and stak are *so full of your high falooting bullsht that you haven't a clue as to what Intel is all about. Here are some of Intel's investments - most in SOFTWARE companies: Intel owns 4% of Citrix Systems Intel owns 9% of System Soft (sysf) Intel owns (6%) of Phoenix Technologies Intel has invested in ETEC Intel has invested in MRVC - Intel Corporation has agreed to acquire 200,000 newly issued MRV shares, at a price of $20 per share. Intel has warrants to acquire 500,000 additional MRV shares at the same price, Intel has invetsed in WavePhore - 500,000 shares of WavePhore for $4 million - this is your new bright idea - Jay - VBI transmuission of data that Intel invested in about a year ago!** Intel invested in XIRCOM - january, 1997 Intel has Invested in CyberCash Intel has invested in INKTOMI Intel has invested in MGI software Intel has invested in CMG Information Services Intle has invested in AVID technologies Intel has invetsed in NetDYnamics Intel has invested in Wildfire Software Intel has invested in Rambus Intel has invetsed in 3DLABs Ontel has invested in 3DFX Intle has invested in SVGI and ETEC Intel and SAP jointly formed PANDESIC for internet commerce. Wake up dude - reality and you and stak have seemed to avoid each other! Paul

To: Jay who wrote (43732)	1/3/1998 7:04:00 PM
From: stak	Read Replies (1) \| Respond to of 186894

>>I think the DOJ realizes the enviable position MSFT is in and will try its utmost to weaken that position. <<< This is smartass but... MSFT vs. DOJ makes me think of wayne and garth playing road hockey; a car comes down the road. garth:CAR! then they move the net off the road.( DOJ)When the car drives away, game on! They bring the net back on the road and carry on totally oblivious/. I think the department of justice is an irritation,not a mortal threat, (car) so to speak. >>2. What do you think about the current talk about using the vertical blanking interval to push Internet data to homes?<< sorry no opinion 3. On top of all this uncertainty is the talk about a coming 25% crash in the entire market. I think a lot of very smart people in DC realize the stake that the general public has in the market and will do whatever it takes to prevent the latter scenario - what do you think? I think along the lines of Rarebird on this(see cube thread) to me China is the last domino to fall. MY guess is after Chinese new year. >>>4. I'm sure Intel realizes its weak position being purely hardware oriented - but what can they do other than slowly integrate more and more of the PC functionality into their product?<<< This is ultra critical to Intel. They must diversify into bandwidth and content. MORE pc features is n NOT the right way to go at this point in time. Look at Microsoft's but of Hotmail. Comcast. Web TV etc. AND rumored buy into TCI. >>>5. One critical problem is that Intel is forced towards "open" standards in whatever it does whereas MSFT rarely is in such situations.<<< This will hurt Intel until they decide that the war is against MSFT. The O/S is MSFT's magic wand or golden goose. >>>6. Remember though that MSFT has a $28B liability for employee stock options - anyone know the figure for Intel?<<< YES that is also another way to get back at MSFT. Bring the stock price down. BUT A DIRECT ATTACK ON MSFT's O/S IS AN ABSOLUTE MUST. THERE IS NO SECOND CHANCE AFTER MERCED!