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To: Jeff Fox who wrote (59128)	6/30/1998 4:43:00 PM
From: StockMan	Respond to of 186894

Jeff, Re -- automated services.. The fledgeling (email your problems) type of service, Intel_Certified_Engineer programs etc.. Re -- but I'm not so sure that they are truly committed here (soho networking) I agree its like the motherboard business. Intel, I suspect would like to control the standards/development in this area. (Vertical) Re -- There is a way around this - the separate subsidiary. Intel has had very little luck in subsidiaries too (BIIN and Pandesic) Re -- something where Intel engineers 100% participate in crafting the services, but the other company crafts the business model. What do you think? Intel is engaged in similar stuff with motherboards and chipsets and would like to do the same with standards in modems and NICs (unfortunately they haven't figured out a way to make these high margin items). Also Intel is insistent on developing capabilities inhouse. This takes time. Acquistions may be a faster way to get there especially in networking. In the long run, Intel has many avenues for growth, including the enterprise space with Xeon and Merced. Stockman

To: Jeff Fox who wrote (59128)	6/30/1998 5:12:00 PM
From: Srini	Read Replies (2) \| Respond to of 186894

Amiga PC's to use Intel processors...... (Investor's Business Daily) Amiga Machine Won't Play Nice With Windows Date: 6/30/98 Author: Matt Krantz Microsoft Corp.'s got such a lock on PC operating systems that no one will challenge it, right? Wrong, says Jeff Schindler, general manager of Gateway Inc.'s Amiga division. Next year, the unit plans to sire a line of consumer- oriented PCs. And the machines won't run Windows. Instead, they'll use a custom-made Amiga operating system. Why use a new operating system? After all, the lesson of PC history has been to ''be compatible or die.'' Indeed, not being compatible is what doomed the original Amiga computer when it was part of now-defunct Commodore International Ltd. Commodore sold Amiga patents to Escom AG of Germany in '95, and few - if any - of the once-popular computers have been made since. Amiga is starting anew, and it hopes Microsoft is too bogged down with baggage to notice. By making an operating system from scratch, the machines will run sound and graphics better than Windows, Schindler says. He also promises they'll be much better at running several programs at the same time, but they won't run Windows software. Schindler recently spoke with IBD about Amiga's future. IBD: Why go head to head with Microsoft by developing a new operating system? Schindler: We're doing more than just developing an operating system. We're developing an open architecture so (developers) can have an option. It's also nice for the PC enthusiast. These are (hobbyists) who want a choice of being creative in coming up with their own products. They don't want to be under someone else's control. IBD: What will the Amiga be able to do that Windows PCs can't? Schindler: Since it's going to have a different operating system, it can take full advantage of the hardware without all the legacy the Wintel world (computers using Windows and Intel Corp.'s microprocessors) has built up. You can have high-end multimedia at a lower cost. The OS (operating system) is designed to be a true multitasking environment. This means you'll be able to go off and do two or three things at the same time and not notice any effect on the PC. In today's PCs, things slow down when you try to do this. IBD: The Amiga was going to use Motorola chips but now will use processors from Intel. Why did you switch? Schindler: I wouldn't say switch. We're moving Amiga to a new generation and we were looking for the best development platform to start on. We feel the PC has the best architecture for development. Amiga's not a PC. But our development system (equipment used to design software for the Amiga) is pretty much a PC. But the end products that users will see will not be a PC (although they will have processors from Intel). IBD: What will be the link between Amiga and its parent, Gateway? Schindler: Gateway's looked at us as a unique opportunity. (Amiga) was initially bought for the patents. Gateway was building its patent portfolio. But we've found more opportunity here. They're asking us to go off and keep moving forward. We're a wholly owned but independent subsidiary. IBD: Amiga has long promised to release new operating systems. What's the rollout schedule? Schindler: First we'll release version 4.0 in November '98 (for developers). This is really the base to bring us to the next generation of Amiga, which is version 5.0. IBD: Will software written for original Amiga PCs run on the new versions? Schindler: The other thing we're putting into the Amiga design is the Amiga classic card. It is the original Amiga's chipset on a card (that plugs into the new Amiga PCs). That will make the new Amiga backward compatible. Developers will be using a PC with essentially an Amiga inside. IBD: If Amiga is just going to be licensing software, who will actually build the machines? Schindler: We've talked to several PC makers, including current Amiga developers. Many people are sending requests of the possibilities. We're expecting them to build everything from a low-cost box to a video workstation for multimedia. The bigger companies (PC makers) will put their own names on their machines with an Amiga logo. Others will want more of an Amiga brand. We're in the software licensing business. IBD: Will Gateway make these Amiga machines? Schindler: I hope so. IBD: Will the Amiga PCs be compatible with Wintel-based PCs? Schindler: No. But we will support as much of industry standards as possible. Remember, the generation for 5.0 is based on a new architecture. However, the development system (version 4.0) will be PC compatible (to entice developers who use Wintel-based machines to create Amiga software). IBD: Who are you targeting with version 5.0 Amiga? Schindler: We're looking for the percentage of the market that says, ''I'm intimidated by computers and I don't want to spend that much.'' These are people who say, ''I'm mainly using my PC in home for entertainment and for general tasks.'' The new Amiga will offer Internet access for people who don't need a full computer and don't want to spend much. Our target is the consumer. IBD: What about the following of high-end graphics-arts users? Schindler: We'll always have the high end. The Amiga design is scalable (can be made more powerful if needed). But this market is not the bulk of our target. IBD: The version 4.0 Amiga PCs are being targeted to people that will design software for version 5.0 machines. But could end users buy it if they wanted to? Schindler: If we get a lot of demand from enthusiasts, we could make it available to end users. We're planning to sell the version 4.0 machine through the Amiga distributors, of which there are more than 300 worldwide. We're targeting $1,200 for the price. (C) Copyright 1998 Investors Business Daily, Inc. Metadata: MSFT GTW I/3270 I/357

To: Jeff Fox who wrote (59128)	6/30/1998 11:09:00 PM
From: Jay	Read Replies (2) \| Respond to of 186894

Jeff Re "fail to seize the new opportunities with full commitment" Why aren't we seeing heads rolling? In the greatest bull market in history(?) the most profitable company in the world(?) is now subject to the whims and fancies of one man on Wall Street (at least as far as shareholders are concerned). I think the BoD should be sacked and fresh blood brought in - I know it sounds heretical on this thread - but I think shareholders deserve to see that management is not sleeping. What do you think? I don't know if history is an appropriate argument here against change - the competitive positions of various players in the market (and the market itself) are quite different from what used to be. Just MHO.