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

To: Amy J who wrote (79709)	4/22/1999 10:15:00 PM
From: Jay	Read Replies (2) \| Respond to of 186894

Re "Delivers products, not services" That's precisely why the company stock is in the doldrums IMO

To: Amy J who wrote (79709)	4/22/1999 11:26:00 PM
From: Mike Morley	Read Replies (2) \| Respond to of 186894

Amy One of the significant things in the announcement was that Jerry Parker is heading up the effort. He was the head of Intel's manufacturing world for years before this. Grove and Barrett moved one of their best into that spot. And Intel has a very well established record in customer support. But understand that the customers are Compaq, IBM, HP, Dell,... Mike

To: Amy J who wrote (79709)	4/23/1999 12:30:00 AM
From: Harry Landsiedel	Read Replies (3) \| Respond to of 186894

Amy J. Re: "What are your thoughts on this plan, esp. the service strategy?" I'm with you. From the little I've read, I don't get it. I'm not saying it's not a good idea. I just don't understand it yet. Here's the blurb from the Motley Fool web site: "Intel also is beginning to provide Internet-based services. The goal of the Internet Data Services (IDS) division is to become the leader in hosting, storage, and delivery of Web content by providing key building blocks for Web delivery of products and services. On April 12, IDS signed a deal with Excite (Nasdaq: XCIT) to develop a simplified buying and selling experience on the Internet. In today's meeting, Intel explained its plan to build "bit factories" for Web businesses. The company argued that building data centers of this sort would utilize Intel's capabilities of building microprocessor fabrication plants." And in what sounded like a new mission statement, "Chairman Andy Grove boldly concluded the meeting with this statement: Network bits will be shaped and shipped primarily by Intel silicon and services. Does this mean Intel is going to start building internet servers and competing with it's customers, like cpq, dell, ibm, and HP? I understand Intel's core competency of building exact copies of its microprocessor plants, but since Intel servers are fairly standardized (aren't they?) how does this core competency come into play. Can anyone enlighten us on this aspect of Intel's plan? HL