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

To: Tony Viola who wrote (76998)	3/22/1999 12:53:00 PM
From: DownSouth	Respond to of 186894

are some companies' stocks flying overly high because they sell chips that have to do with the internet, like BRCM and PMCS, who "merely" provide chips for telecom hardware. That IS the question. The rush is to dominate. He who dominates will set the rules. If I'm wrong, and the internet, telecom chip market is as valuable as BRCM and PMCS stocks might imply, Intel ought to go after it big time major with Level 1. I am not clear what your personal conclusion is. It is in INTC's interest for this market to explode, as it will drive demand for faster CPUs, memory bandwidth (rambus), faster buses, etc. as the bottleneck moves from the network to the client and the server. Whether INTC gets into this market is an interesting question. If they do, will they go after broadband or xDSL or both?