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

To: Tenchusatsu who wrote (81158)	5/18/1999 4:56:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 186894

Who's talking about "blindly" jumping in - but for God sakes JUMP! Look at CSCO. Are they blind? Or do they (correctly) think that their high stock price should be used as currency for basic "venture capital" type acquisitions. INTC is being far too conservative in their current approach.

To: Tenchusatsu who wrote (81158)	5/18/1999 5:42:00 PM
From: MONACO	Respond to of 186894

Just heard that DELL's server and workstation sales were up 97%, this is got to be good for Intel along with what HP did yesterday. Just feel that Intel should be moving UP, who do they think is selling these companies the the stuff that makes them go "BOOM" in the day and night....M

To: Tenchusatsu who wrote (81158)	5/18/1999 5:53:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Ten, looks like, in spite of some people anxiously trying to get Intel more into new areas, their traditional business is booming. From Dell's earnings statement: Dell's revenue from enterprise systems-comprising network servers, workstations and storage products-surged 97 percent from last year, growing to 16 percent of total company sales, a new high. Shipments of Dell PowerEdge servers were up more than three times the industry average, translating into a year-over-year gain of three full points of market share. The company ranked No. 3 in worldwide server share in the period, and No. 2 in the United States. OK, forget the storage, but Intel has a healthy content in ALL of those workstations and servers. Another good mention: Among a number of key enterprise-systems awards won by Dell during the quarter, Computerworld magazine named the PowerEdge line its "IT Leaders' Choice" for corporate servers. The Dell Precision 610 workstation, which runs on Intel Corp.'s Pentium III Xeon processor, earned an "Editor's Choice" award from PC Magazine in its annual comparison of such products. Too bad Dell only met street expectations. Tony

To: Tenchusatsu who wrote (81158)	5/18/1999 6:16:00 PM
From: kash johal	Read Replies (3) \| Respond to of 186894

Tench, Re: Game consoles I thing you are wrong here. I suspect that the next generation of game consoles are adequate for most home apps. Running Linux should allow home users to do pretty much everything their PC does. This is a big threat and it will come down to wether easy to use apps become available under Linux. Today the answer is no. I suspect a few years from now there will be a large range of easy to use packages available. And because the console vendors can afford to sell the consoles at below costs due to game revenues this will be a major factor IMHO. I would suggest that Intel look at buying sega or nintendo as sony is likely to be too expensive. Regards, Kash