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

To: Paul Engel who wrote (69603)	12/8/1998 1:21:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Intel Investors - Intel Pushes for Limited Use Server Appliances. I'll bet stak can write a 2000 word essay on this topic. Paul {==============================} Intel pushing limited-use servers By Stephanie Miles Staff Writer, CNET News.com December 7, 1998, 5:50 p.m. PT URL: news.com Intel is leading an industry group that aims to define a new category of limited-use server computers, the company said today. Along with technology industry heavyweights Dell, Hewlett-Packard, Lucent, Novell, Oracle, and SCO, Intel has formed the Server Appliance Design Guide to hammer out uses for so-called thin servers and come up with a set of hardware and software guidelines so corporations can standardize their equipment. The market for these appliances is expected to take off along with the e-commerce Web sites they are used for, according to Lauri Minas, general manager of server industry marketing for Intel. "What's driving the growth is the growth of the Internet and commerce over the Internet," she said. Servers appliances are intended for a specific purpose, like a Web caching or proxy server, unlike general purpose servers that are loaded with an operating system and are configurable for multiple purposes. Internet service providers or the information technology departments of large companies are the primary users of such limited-function servers. "A server appliance comes sealed from the factory, the design is optimized for the function, the operating system is optimized, and the only application loaded is for the function it is designed for," Minas explained. "Their appeal is their simplicity-- they're designed to do one thing." But the key industry players must come to a consensus about the hardware specifications for these machines, or risk losing potential customers and software developers who may be hesitant about investing in non-standard equipment. "There is potentially a great demand for these," Minas said, but "ISVs [independent software providers] are hesitant in choosing a vendor, so the market is fragmenting." Intel is acting as "host" to companies representing the telecommunications industry, like Nortel and Lucent, PC makers like Dell and HP, ISPs like ISPNet and Digex, and server operating system vendors like SCO, Novell, and Oracle. The group will have its first meeting next month, and is targeting June for its report on the necessary "building blocks" for server appliances. Additionally, the consortium will release reference implementations, development tools, and test suites in the second quarter of 1999. Intel is an investor in CNET: The Computer Network.

To: Paul Engel who wrote (69603)	12/9/1998 5:48:00 PM
From: M31	Read Replies (1) \| Respond to of 186894

Paul- Re:He paid a piddling - but Intel will have to slide $33- $34 for him just break even. Only if he holds them until April expiration. Assuming no big change in volatility or interest rates, put value will roughly double if INTC drops to the low 100s in a month, for example. I personally think it's an ill conceived trade, but INTC doesn't have to slide over $30 for him to break even. M31