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

To: Paul Engel who wrote (79818)	4/23/1999 1:05:00 PM
From: Richard Ruscio	Read Replies (1) \| Respond to of 186894

Paul, I agree that Intel will easily be able to roll out boxes into data centers in a very cookie-cutter way. But that's the way the big monsters in the business - Sun, IBM, EDS - do it. Intel's business advantage is that they don't have to pay themselves the gross margin on the hardware that outside customers do. Translates directly into cheap hardware -> higher ROI. Throw in the coming chips / assembly for routers / switches, and most of the big ticket boxes for a data center are all Intel Inside (Inside Intel ? <g>). I think the MUCH bigger question has to do with the OS the boxes run. Any clues welcome. rr

To: Paul Engel who wrote (79818)	4/23/1999 2:09:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, Harry - <<Re: " Is Intel going to get into the server business or will they bid out that part of the project to one supplier, as they do semi-equipment for example?">> <My guess is that they do it in-house. They make the CPU and SHV motherboards. They have a division that used to make PCs and workstations for customers that requested it. Thus, I assume rolling their own COOKIE CUTTER COPY EXACTLY servers will be a slam dunk - low cost, low overhead.> Vedddyyy indedesting. My impression, which may be, no probably is wrong, is that Intel would provide turnkey systems for these internet farms. So, the servers are only a part of the overall system. Besides, we have switches, routers, hubs, ethernet or whatever backbones, fiber/copper cable infrastructures, Sys Admins...So, it's a big system integration job and then ongoing requirements to manage upgrades in hardware, software, network stuff, etc., 24X7 equipment maintenance and repair. And yes, does it run NT or Unix? Chip company came a long way. Tony