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

To: GVTucker who wrote (79851)	4/23/1999 3:04:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

GVTucker,>>> 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. <<< I would think that IBM, Lucent, and Intel would get all the high end business. IBM would have the advantage in all the Fortune 500 companies - since their sales force are inside these companies already. I do not see companies like EDS, Perot Systems, and some of the other systems integrators to be able to compete in the top end - they do not have the cash resources to build the datacenters and then go out to find the customers. These systems integrators are used to fooling their clients into paying for the development of the datacenters and using their people to maintain it. Intel's advantage would be their laser like focus in providing state of the art facilities using a coherent hardware/software topology. My fear is that their customers all have to be graduates of Stanford, MIT, Carnegie Mellon with Phd's in computer science to be able to use these facilities. They can't seem to make anything that can be used coming out of the box. Their home networking products are the same way. The only reason they have been successful with PC's is that they have people like Michael Dell putting the computer's together so that people can use them without having an advance degree in computer science. The fortunate aspect is that I don't think their competition can do it either. Intel has to partner with a Michael Dell or Steve Case type in order to succeed. Mary