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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 3:59 PM EST

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To: nihil who wrote (87340)	8/28/1999 9:49:00 AM
From: Jacques Newey	of 186894

Nihil, Re: "it is a mistake to think that there is any real conflict between Sunw and Intc." I agree, no conflict with Intel directly. The big threat is that big ugly crowd that Intel hangs out with. The fact is that Intel has plans to quickly move up the CPU food chain (first Merced then McKinley). They will be moving into what was a very exclusive (high margin) neighborhood occupied by the likes of Sun and a few others. In this high brow "hood", Solaris is one of the languages of the elite - known only here (kinda like polo). The rough boys on the other side of the tracks don't know about it (and frankly they don't care). Sun has begrudgingly invited the new kid on the scene Intel (Merced) over to his backyard for a "welcome to the neighborhood" party. The problem is that Intel is gonna bring over a few uninvited guests (the likes of Dell, Compaq, IBM,and many other OEM's). These boys from the other side o' da tracks are tough. They've been fighting the PC price wars. When the PC boys crash the gates, the 'hood ain't ever gonna a be the same. There goes the property values! Darn! Do the new boys speak Solaris? Hint: They don't wear Gucci loafers;-).

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