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

To: Tony Viola who wrote (60912)7/21/1998 11:22:00 AM
From: kash johal  Respond to of 186894
 
Intel is going to commoditize the Server market by providing chip sets, motherboard designs etc for 2,4 and up servers.

Second tier PC companies will be able to ship competitive servers, folks like NEC, Toshiba, Acer, Fujitsu, Sony. Credible companies who need to improve margins and also offer corporate customers complete solutions from low end PC's to servers.

IBM, HP, SUn, Data General etc will be in big trouble due to margin pressure.

Of course this will be great for Intel.

Regards,

Kash



To: Tony Viola who wrote (60912)7/21/1998 9:27:00 PM
From: TTOSBT  Read Replies (1) | Respond to of 186894
 
Re: "Do you have a URL for the 'Xeon great impact' article?"

Sorry for delay in answering. Don't know if URL I got it from associate who said it was a First Call item. I will try to get more details and let you know.

TTOSBT


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