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To: Black-Scholes who wrote (80891)	5/14/1999 1:30:00 PM
From: Process Boy	Respond to of 186894

Balck-Scholes - < Finally, we find some common ground. And, for the record, I have never suggested taking away emphasis from Intel's core business - PC's. Ahead full engines! But always maintain a finely tuned radar for future growth opportunities.> Excellent. PB

To: Black-Scholes who wrote (80891)	5/14/1999 4:01:00 PM
From: Burt Masnick	Read Replies (4) \| Respond to of 186894

Re:Set Top Boxes - I have spent a fair amount of time with a WebTV Plus we bought for my in-laws so that they could have email contact with their grandchildren plus internet access. They have it attached to their large screen tv and I have personally used it for quite a while. It ain't a pc. It ain't close. You get minimal email and minimal internet access. If you are used to PC versions of either email or web pages, you will easily strongly prefer the PC. Let alone all the other things that you can do with a PC. No one in their right mind will prefer an STB to a PC if the WebTV is a representative of the class. Am I missing something?

To: Black-Scholes who wrote (80891)	5/14/1999 10:14:00 PM
From: Jacob Snyder	Respond to of 186894

Why is everyone suddenly jumping into data warehousing? It doesn't seem like a core competence of either Intel, Seagate, or SAP. It also seems like, at least after the initial stages, it will be a low-margin commodity business. WSJ article: May 14, 1999 Seagate Is Seen Announcing Plan To Offer Firms 'Storage Farms' By CHRISTOPHER GRIMES Dow Jones Newswires Disk-drive maker Seagate Technology Inc. is expected to announce a plan to offer a "storage farm" service to other companies, capitalizing on the increasing need to contain the vast data generated by the Internet. "Storage as a service is going to be offered," said Stephen J. Luczo, Seagate's president and chief executive officer. "We think it's an opportunity. Today, I don't think it's obvious [to a lot of people] how profitable that kind of service could be." An alliance between Seagate and another company could come as soon as Tuesday, people familiar with the matter said. In April, chip maker Intel Corp. announced it was planning to open "server farms." Under the plan, Intel will set up data centers with thousands of powerful computers, including storage, for companies that help connect users to the Internet. In effect, the move means Intel is branching out from its traditional business of making computer components into providing services. Similarly, such a move would be a break from Seagate's primary business of making disk drives. But Mr. Luczo said he would prefer to get into the business with a partner, likely a company that makes storage devices. "There's probably a long-term future for that kind of service, but so far it's only in the beginning stages," said James Porter, president of industry research group Disk/Trend in Mountain View, Calif. So far, there are some start-up companies that offer emergency backup over the Internet, Mr. Porter said, but he added that companies are skeptical of entrusting valuable data to young companies without a track record. In a meeting with Wall Street analysts this week, Mr. Luczo said Seagate was back on a growth track after a difficult 1998 and should be able to deliver revenue growth in the 15% to 20% range for fiscal 2000 and beyond. Mr. Luczo told analysts that Seagate had gained about six points of market share in the high-end disk-drive business, mostly at the expense of International Business Machines Corp. He said Seagate now has about 43% of the high-end disk market. Mr. Luczo said any slowdown in computer spending due to the year-2000 glitch is likely to be "pretty short." The computer industry is now beginning to focus more on "what happens after" Jan. 1, 2000, he said, and demand appears strong for next year.