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

To: Paul Engel who wrote (67553)	10/29/1998 1:43:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 186894

An interesting paragraph from street.com. fnews.yahoo.com <quote> First, let's establish something. These "to be sure" paragraphs are a staple of the current copy desk of the Journal. Have been for years. They know it; I know it. If we were to do a textual analysis of all Intel (Nasdaq:INTC - news) stories for the last decade, you would find a version of the following, all in or around paragraph four: "Intel's great numbers come at a time when rivals are stepping up the pressure on the chip giant on both the high and low ends, threatening the dominance Intel has enjoyed." Or, "Intel's business, while strong, may not be up to the challenges of rivals" -- then insert, AMD (NYSE:AMD - news) , Motorola (NYSE:MOT - news) , Cyrix, IBM (NYSE:IBM - news) , Apple (Nasdaq:AAPL - news) , Sun Micro (Nasdaq:SUNW - news) , Cisco (Nasdaq:CSCO - news) -- "that have the backing of important personal computer makers" -- insert another group. Tim Just my 0.02$

To: Paul Engel who wrote (67553)	10/29/1998 2:57:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, Re: "IBM also is working with Windows NT maker Microsoft on a technology called OnForever that let users "hot swap" not just hard disk drives but also fans, power supplies, memory, and even processors." This is yet more infrastructure built around Intel server chips, in this case for availability, that builds the wall ever so much higher against any competitors' chips being used in serious servers. This is not to say that a hot swappable feature couldn't be designed by IBM that uses an AMD K7, for example. However, when hot swappable CPU is added to all the other requirements, or nice-to-haves for servers set up by the OEMs, like electrical protocol and mechanical connection to the motherboard, >2 way SMP, best of breed reliability in FITs, ECC memory, Landesk and many more items, it will be Intel-only inside servers for a long, long time. Tony