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

To: Mary Cluney who wrote (79848)	4/23/1999 2:21:00 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Mary, RE:<<If I were to start up a local rent-a-car business, a local regional bank, or a local pharmacy and/or grocery store why should I go out and reinvent the wheel. Why should I go out and hire people to develop and maintain a data center, when I can use one that is in existence.>> This could be the Next Big Thing. Along with what you state, note also the new spin-off that Lucent announced yesterday--a US sales company that will concentrate on data communications for small and medium sized businesses.

To: Mary Cluney who wrote (79848)	4/23/1999 2:23:00 PM
From: Jay	Read Replies (2) \| Respond to of 186894

Mary Re "my current guess at what this business is all about." I think that is a good guess - but there are plenty of other companies who will compete in this space. Let's see if Intel can compete in this totally new business.

To: Mary Cluney who wrote (79848)	4/23/1999 2:57:00 PM
From: scott	Read Replies (2) \| Respond to of 186894

Thread: "Server Farms"; How will INTC compete with the companies that control the pipes (fiber). Seems like they will have to go head to head with companies that should be their major customers for this hardware. QWEST and LVLT come to mind. They are entering this bis and will control the pipes. Anyone care to elaborate on INTC's bis model in this area?