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

To: denni who wrote (81325)	5/21/1999 2:33:00 PM
From: Brian Malloy	Respond to of 186894

If you are reading the NYT article then you will probably be interested in this Juback article as well Who wins when life goes digital? Look down on the server farm for the hottest prospects. My money's on companies like Oracle, Pervasive Software, Exodus and Wind River. By Jim Jubak ... "How I knew the trend was real That's not a profoundly original thought. I've been seeing increasing numbers of media stories over the last year about the emerging home-networking market. And when Intel (INTC) paid $2.2 billion to snap up communications chip maker Level One (LEVL) this spring, I knew the trend was real. Level One's chips, added to Intel's own expertise and the knowledge the company acquired when it bought networker Shiva in 1998, are ideal for attacking this market. Note also that Intel launched its AnyPoint Network for linking multiple home PCs over existing copper phone lines this year. I think that's likely to be a respectable business, once Intel figures out how to make getting one of these home networks up and running a whole lot simpler. But by itself, this isn't the huge market I'm interested in. I didn't start to think about that opportunity until Intel dropped the other shoe. In April, the company announced that it would create a whole new business by building and running huge Internet data centers around the world. By this fall, Intel will have its first server farm in operation. Inside, 2,000 Intel-based PC servers will store data from customers such as Excite (XCIT) and send it out to users on demand through Excite's Web site." ... moneycentral.msn.com Regards