Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Exodus Communications, Inc. (EXDS) -- Ignore unavailable to you. Want to Upgrade?

To: Observer who wrote (444)	4/23/1999 3:04:00 PM
From: Observer	Read Replies (4) \| Respond to of 3664

Intel's entry into Data Centers makes about as much sense as Intel's entry into the fast food business by leveraging cash registers powered by Intel processors. Perhaps the Intel management should revisit page 44 from Andy Grove's book, "Only the Paranoid Survive", which illustrates how the vertical industry structures of the past have transformed into new horizontal structures. So, if Intel creates data centers with 2,000 servers using Intel processors, what software do these servers run? NT, Linux, or Solaris? What Web servers? Apache, Microsoft, or Netscape? What commerce servers? BroadVision, Microsoft IIS, or OpenMarket? What other capabilities would they provide on their servers? Website analysis? Accrue or WebTrends? What collaborative filtering? NetPerceptions or Personify? What catalog server? Icat? What content publishing system? Vignette? What product configuration system? Selectica? What application server? NetDynamics or Kiva? Whose credit card processing, or credit verification services? What release management software? The CPU is about as important in the WebMaster's mind as the composition of the sheet metal alloy used in the chassis of the server. The provider of the site has to build the Web solution for their customers, using a variety of component applications, and then host it somewhere for robust and failsafe 24x7 operation, with guaranteed bandwidth availability. Just setting up a server farm is only adequate to compete with ISPs who give you basic Web hosting for $30/month (e.g., Best), but it doesn't do much for higher-end customers. The bright side to this is the powerful awareness this has brought to the EXDS business concept.