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To: Jules B. Garfunkel who wrote (54200)	4/22/1998 7:35:00 PM
From: Diamond Jim	Respond to of 186894

and the two companies that will profit the most from the infrastructure growth are, as we have previously discused, INTC and CSCO. -- Jules, what about ASND ?, I believe they have surpassed Cisco in some areas and are taking business from Cisco. jim

To: Jules B. Garfunkel who wrote (54200)	4/22/1998 9:32:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Jules - Re: "KILLER APPLICATION IS HERE!! It is called "E-COMMERSE" DOING BUSINESS ON THE INTERNET" Yes, this is certainly true. Day by day, more and more things become easier to do via the Internet. As it expands, Intel and Cisco (and some others!) will grow. This is probably like the Pennsylvania Turnpike being built in the 1940s - giving rise to the Interstate Highway system. It spelled out the coming success in the 1950s and 1960s of the auto industry and oil industry and Earl Scheib auto painters, Midas Mufflers, etc., etc. Paul

To: Jules B. Garfunkel who wrote (54200)	4/23/1998 1:07:00 AM
From: greenspirit	Respond to of 186894

Jules and ALL, Article...IBM, Intel join forces on network computers... Copyright c 1998 Nando.net Copyright c 1998 Reuters News Service NEW YORK (April 22, 1998 7:31 p.m. EDT nando.net) - In an effort to jump start demand for its fledgling network computer business, IBM will announce on Thursday it is teaming with Intel Corp., the chip giant and personal computer standard-bearer, on future products in the area. Under the partnership, the companies will work to optimize Java OS for Business -- a network computer operating system that IBM is co-developing with Sun Microsystems Inc. -- to run on Intel processors. International Business Machines Corp. also said it would build Intel processors into future versions of its Network Station line of network computers. Network computers are low-cost machines that depend on the processing power of large centralized computers known as servers. The devices, commonly referred to as NCs, are designed as an easy-to-manage alternative to corporate networks composed of personal computers. Until now, the company has used its own PowerPC processors in the devices. IBM will offer customers an option of processors starting in 1999. The moves signal a shift in the development of the market for NCs, which companies like Sun and Oracle Corp. have touted as a successor to PCs -- an Intel stronghold -- on corporate desktops. By extension, that vision has also pitted Sun in a bitter rivalry with Microsoft Corp., whose Windows operating system dominates desktop computing. In contrast, IBM -- one of the few companies actually selling significant volumes of NCs as well as billions of dollars worth of PCs -- has taken a measured approach. Analysts said the Intel pact dovetailed with IBM's strategy in NCs, one that puts business considerations ahead of vision. "We have called IBM the pragmatists in this area, and this is another clear example of that," said Greg Blatnik, an analyst at Redwood City, Calif.-based Zona Research. Blatnik said the deal also showed the powerful sway Intel has gained over the keepers of corporate purses even in an area where the company was not perceived as a major player. "This may be the ultimate confirmation of the power of the 'Intel inside' branding effort," he said. While the teaming of the companies will almost certainly bring more credibility to the development of an NC marketplace, neither is pinning huge expectations on the segment. "We see this as an adjunct to the PC market; we don't see it as a replacement," said Barbara Dawson, director of software strategy for Intel's Business Platform Group. For its part, Intel has sought to guide development in a way that preserves compatibility with its existing products. That approach appears to have succeeded, as IBM has found some customers are more willing to consider NC installations when Intel chips are involved. "There is an interest on the part of at least some (corporate) purchasers to have Intel as an architecture," said Art Olbert, vice president for business development at IBM. "We think this announcement will give people more confidence to buy." While adding Intel as a partner brings more visibility to the segment, Olbert said the company was not broadening its target market for NCs or Java OS for Business. They are mainly aimed at transaction-intensive business areas such as bank tellers and airline reservation clerks. By RICHARD MELVILLE, Reuters ______________________________________________________________________ Regards, Michael

To: Jules B. Garfunkel who wrote (54200)	4/23/1998 1:21:00 AM
From: greenspirit	Respond to of 186894

Jules, speaking of e-commerce. Article...Intel says new plan will help inventory.. April 22, 1998 ZDNet News: NEW YORK -- With PC manufacturers facing major inventory troubles, Intel Corp. is offering two programs to help companies deal with the fast pace of processor innovation. Speaking at an analysts' briefing here, Sean Maloney, vice president of sales and marketing for Intel (INTC), described a new inventory management and order process that will allow OEMs to make orders in real time by uploading exact copies of customer's manufacturing requirements into Intel's database. The goal is to replace the phone and fax system of ordering currently in place. The system allows OEMs to quickly update and make changes to their orders, so that they don't end with excess inventory or have to cancel orders. Intel is also testing an e-commerce program with several OEMs that with would allow them to make orders, check order status and check inventory levels over the Internet. Intel, of Santa Clara, Calif., hopes to roll it out by the end of the year. Inventory a thorny issue Inventory issues have been at the heart of many PC companies problems recently. Compaq Computer Corp. (CPQ) recently posted an extremely disappointing quarter, and predicted a break-even second quarter, due in large part to problems handling its inventory. Particularly thorny for PC makers have been issues related to the wide range of processors being sold by Intel and its rivals. Intel offers a number of chips targeted at different market segments. A bet on a wrong chip can lead to inventory backlogs and problems in making the transition to new products. "The lesson of the last quarter is that inventory has moved from being a matter for the purchasing department to a matter of life and death," Maloney said. ______________________________________________________________________ Best, Michael