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

To: Jeff Fox who wrote (59096)	6/29/1998 8:02:00 PM
From: Francis Chow	Respond to of 186894

Acer's IBM deal to promote XCs: news.com Intel unveils server chip which may buoy its earnings: techserver.com Mergers up 30%: wired.com Intel plows ahead: news.com Intel cuts mobile chip prices: news.com Motorola makes biochips: news.com Intel debuts Xeon: infoworld.com Exit Pentium Pro, enter Xeon: techweb.com Rockwell to cut 3,800 semiconductor jobs in restructuring: dailynews.yahoo.com Computer chip maker LSI Logic to buy Symbios: dailynews.yahoo.com

To: Jeff Fox who wrote (59096)	6/29/1998 8:16:00 PM
From: StockMan	Read Replies (1) \| Respond to of 186894

Jeff, Re -- It has to do with Intel's key strategy - to do what is necessary to build out the information infrastucture - bringing resources to bear on the crucial bottlenecks. Intel would need to "broaden" its strategy. In addition to enabling the information infrastructure, it also needs to participate in growth areas within this infrastructure. My guess is Intel is attempting (very slowly but surely) to capture the SOHO/home area of networking (components that belong in the PC -- modems (software, cable and DSL) and NIC's. One other area that Intel is "attempting" to expand in is automated services. Intel also has had very little luck in anything other than CPU's and related components. Thus they seem to be less than 100% committed to these areas. Stockman