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

To: Mike Wong who wrote (48860)	2/26/1998 12:59:00 AM
From: Randomm	Respond to of 186894

This was written on Motley Fools Site. Thought it should be posted here too: We'll consider some of the products aside from microprocessors that are sold by Intel. Now is especially a good time to read about Intel's networking products. The company is now holding its networking symposium in SFO, and concurrently it's announcing several new networking products and goals. Some of the news is enough to keep 3Com shareholders nervous, while all told, the news is enough to make anyone wonder what sort of market(and profit margins) will remain in low-end computer networking products five years from now. Intel is interested in making computer networking inexpensive, fast and easy. Everything Intel does has been in some way related to selling more CPU's (which is why making networking fast and inexpensive helps Intel on several levels), but the company is being less humble of late in its networking goals. Its growing network division is selling solutions that work for the small home user all the way up to the enterprise customer. Intel is aiming to become an end-to-end supplier. In networking, Intel sells hubs, routers, adapters, print servers, virus protection software, and desktop and server management software. On Monday the company announced new networking prodcts introduced by Compaq Computer under a deal that Compaq has with Intel. Intel could put network interface cards NICs) on the motherboard and put 3Com (which derives about 40% of its revenue from NICs) between a rock and a hard place. Even before doing so, though, Compaq and Intel's new driver compatible NIC is sure to be a relatively inexpensive solution that will pressure 3Com, just as Intel's lower-priced NICs have pressured 3Com in the past. Intel has the immeasureable power of "owning" the motherboard, so it can make everything work together efficiently and even seamlessly, beginning from the beginning--the brain of the computer--and causing buyers to ask, "Well, why slap on other companies' products when Intel is offering the full package in a rather seamless configuration?" Especially when it comes to low-end network products. Being a day devoted to networking, it makes sense to send ou on your merry way, out wandering across the largest living network itself, the Internet. Intel has issued several press releases on its networking business in the last two days. All of them are available on the Web: fool.newsalert.com The company also created a special page on its website for its current Networking Event. intel.com Give that a read if you're interested. Intel also lists all of its current networking products in those pages. Intel's website is impressive, and offers a great deal of info for investors. Next, here's a link to a new story on Intel's Enterprise Push. http:techweb.cmp.com/iw/670/70iuint.htm For now, in summary, suffice it to say that Intel is working to sell an end-to end solution in networking. Could someone argue that this is outside of Intel's realm of expertise? Some might argue that. But I wouldn't. Intel's mission is "...to be the preeminent building block supplier to the new industry worldwide." Regards, Randomm