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

To: greenspirit who wrote (75458)	3/5/1999 1:06:00 PM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

Michael, re:Intel Inside Level One It looks to me like Intel could be positioning itself to enter the cable modem market in a serious way. I have a funny feeling cable modems are about to become very popular in the next 2-3 years. I think your right, net bandwidth is now the leading bottleneck to Intel's goal of "one billion connected PCs". I don't think that the current net hardware leaders are anywhere near aggressive enough - and I think Intel agrees. The Intel MO in such situations is to jump in do it themselves. For the model of this review Intel's achievements in chipsets and motherboards. Clearly the net expansion bottleneck is the "last mile" problem. While the likes of CSCO and LU have done well at the net infrastructure there remains today no credible deployment of broadband to small business and home users. I think Intel wants to change this in a big way by driving ADSL and cable modem technology.* Jeff * A bit about the tech. Cable modems allow high speed to ride along with digital CATV on cable networks. ADSL allows similar speeds through telephone wires. Both techniques can do the job, but one leads to the cable company and the other to your phone company. Each of these technologies have serious service limitations. Cable base requires access to digital cable service. Also todays cable systems have finite total bandwidth that quickly degrades as new users are added. Meanwhile ADSL only works for customers very close to their telephone central office.