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

To: Paul Engel who wrote (79682)	4/22/1999 3:27:00 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Paul, >>>The TRANSITION IS ON !<<< EARNINGS GROWTH IS ON ! REVENUE GROWTH IS ON! But our stock is still down from when Das Booted Pfeiffer made his phoney and deceitful excuse about market conditions. I'm still angry. From Bloomberg.com on IBM earnings: bloomberg.com >>>The resulting 50 percent increase in PC revenue along with assurances from Dell Computer Corp. and Hewlett-Packard Co. helped calm jitters about the industry.<<< Mary

To: Paul Engel who wrote (79682)	4/22/1999 3:35:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 186894

Paul, The TRANSITION IS ON ! In other words- Celeron has killed off PII. Scumbria

To: Paul Engel who wrote (79682)	4/22/1999 3:55:00 PM
From: greg s	Read Replies (3) \| Respond to of 186894

Paul & Intel investors - more from analysts' meeting, Intel to create "bit factories", further diversification, penetration of internet space: news.com Intel plans ISP-like services By Michael Kanellos Staff Writer, CNET News.com April 22, 1999, 12:15 p.m. PT Intel as an ISP? It's happening. Intel today rolled out an ambitious plan under which the chip giant will begin to provide data hosting, Internet connectivity, application delivery, and Web consulting services to customers, or, in other words, the sort of higher-end consulting services that many Internet service providers are now rolling out to customers, through "bit factories" consisting of thousands of servers all over the world. The plan, which was detailed at the company's analyst briefing in New York this afternoon, represents yet another element in the company's plan to become a communications powerhouse. With PC prices dropping, Intel has set out on a strategy to diversify its business away from being mostly a manufacturer of PC microprocessors. The company has moved into networking products and networking chips. The strategy to provide "Internet data services," the term given by chief executive Craig Barrett, however, represents a conceptual leap for the company. Rather than manufacture products, Intel will be essentially selling services. Manufacturing PC microprocessors will still be job No. 1 at Intel, Barrett said. But increasingly, the company will "provide the backbone for anyone that wants to have data" on the Internet, he said. How will this work? Under this new business, Intel will build huge "bit factories" consisting of thousands of servers, said Gerry Parker, executive vice president of the New Business Group, which will run the program. These servers will then essentially exist to store customer data, handle transactions between businesses, and provide capacity for "peak events" when a business may experience a flood of customer inquiry. Intel consultants will also provide services to help customers design e-commerce sites, he said. Technically, Intel itself will not be recreating the physical connection layer. The company will partner will telcos and ISPs to provide connections. Instead, the company will concentrate on data services. This, however, is a business ISPs are moving into. Intel will also resell connectivity services, Parker indicated. A test center with hundreds of servers and an actual production facility that will serve customers is being built now in North America, Parker said. The first tangible extension of this will be a shopping service in tandem with Excite. Facilities will spread to Europe by the end of the year and go worldwide in 2000, he said. Intel's shift into this business seems to some degree to be opportunistic. Intel can move into this market, said Parker, because it has experience in setting up huge factories all over the world that are identical to factories elsewhere. "Copy Exact" is the name of the methodology the company uses to build its chip factories. Analysts have pointed to the method as one key element to the company's success in producing microprocessors. "We have knowledge about building large-scale global facilities," he said. "By providing content services, we can put people on the Web and then provide them with the applications and connectivity that they need."

To: Paul Engel who wrote (79682)	4/22/1999 4:26:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 186894

Paul and the rest of Intelers would you all be so kind to comment on the below baloney rumor. Thanks Greg <<To: Gregory Mullineaux (19010 ) From: Dave B Thursday, Apr 22 1999 3:16PM ET Reply # of 19041 Found this on the Big Kahuna thread. Keep in mind that Earlie is a disciple of Michael Burke, probably one of the few people in the world more negative than Bill Fleckenstein. Don't know if it's true and I'd take what he says with a grain of salt, but maybe something WAS said that we should find out about. Dave To: Antoine Roquentin (35529 ) From: Earlie Thursday, Apr 22 1999 3:00PM ET Reply #35553 of 35559 Paul: Rambus is tanking today because Intel is putting up charts at a certain conference that show that DDR chips are a better deal. I am not kidding on this. I'll take a modest bow as I think I was one of the first to provide a detailed explanation of why DDR would likely thump Rambus, and why Intel was being dumb in pushing it. Our comments about Intel spending beaucoup dollars to "assist" Dram companies to get into Rambus production were also "Early" but accurate. This is an accident about to happen. Intel is doing the groundwork today for a retreat on this technology. I prefer not to suggest what others should do, but I also think this is more than important. A.R, my good human search engine friend, I would appreciate it if you would immediately url this post over to MB's thread, as I have a pressing engagement and I want the boys over there to know as well. Enjoy guys, as I suspect this might be a bit of fun. Best, Earlie >>>