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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Jacques Newey who wrote (87303)8/27/1999 1:43:00 PM
From: Tony Viola  Read Replies (3) of 186894
 
Jacques,

I'm not an expert on this but from what I've read, SUNW faces a serious challenge from INTC and its OEM's in the
server business.
For example, the 8-way Xeon beauties to roll out soon.

I've been thinking that about Sun for a couple of years now, but they seem to be pulling a Houdini act as they keep escaping from competing server pressure from below. A lot of it is the software they run, Solaris being considered still better in scalability and robustness than anything from Microsoft. That might change with Win2000, and Linux is getting more and more accepted all the time. I do agree with you and don't touch Sun stock, although we could have made some very good $$ on it in the last year. It's still there and acting strong, but I feel that, as soon as I bought it, they'd all come out of the woodwork with 'Intel's gonna kill them' analyses.

Tony
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