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

To: Jay who wrote (79713)	4/22/1999 11:11:00 PM
From: David S.	Read Replies (3) \| Respond to of 186894

Jay, Intel is the core of my holdings, and its going to stay that way for at least the next five years. It is the chief engine of the info revolution, including the internet, they just don't know it yet. Its the Mama, the Papa, and the big Dirk, all rolled into one. It is the Titanic big enough to plow through icebergs. Products and services - they are all part of the same thing - simply commerce on a grand scale. Regards, David S. INTC DELL HD WCOM LU IOM ANSC UNPH SDLI PGTV QQQ

To: Jay who wrote (79713)	4/23/1999 5:32:00 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Jay, services are definitely back in vogue, but I don't think that's why Intel is down... it's possibly the fear the PC is near-TV (i.e. commodity) and a perceived lack of an Internet play, and the reality there are a lot of smaller deals with perceived high Internut growth potential (but with significantly more associated risk.) Service is "in." It's even being discussed how "enterprise software" will be out... shrink-wrapped packages will be out... what will be "in" is software sold by the "need" or by the "experience." There's a belief, that some future software sales will happen by the "instantaneous need"... pay for only that moment in time you need the use of the software... PPU (pay-per-use)... But, possibly also priced for unlimited use through an ISP. The software biz model then changes from a product model to a service model, where the service is the new wrapping around the package, and the consumer pays for the need/experience, rather than for the product. The idea being we will have hand-helds which will infra-red connect us to the Internet where large Intel-Inside PC farms exist to crunch content/calculations/data for all of these appliances which are performing minimal feature specific tasks per a service offered by a dot.com company which is fueled by the Intel-Inside PC farms. AOL could be a portal for providing access to this type of a service sale, and maybe AOL will even give these hand-helds away for free. Intel, could help create the new PC-farm mainframe, where the appliances are the new terminals. [I know one example where it costs a dot.com company about $2.5M in PC capital expenditure to connect 1.5M people at the same time. So, renting PC-farms to "dot.coms" could be an interesting way to reduce their capital overhead during their early, critical cash-short stage, thus enabling more dot.coms to launch, but it makes the dot.com's core service dependent upon another company which isn't a good thing to do in many cases.] Amy J