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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: Tony Viola who wrote (87307)8/27/1999 2:16:00 PM
From: Jacques Newey  Read Replies (1) of 186894
 
Tony, Re:"they seem to be pulling a Houdini act as they keep escaping from competing server pressure from below."

Thanks for your comments.

It may be different for SUNW this time. The 8-way Xeon servers look to be the most serious threat to SUNW's dominance in the server realm to come along in a long time. From a price/performance standpoint, it will be more and more difficult for SUNW to justify their premium asking price. Like you, I'm not going to bet that SUNW will win in a bloody war with INTC and MSFT. Look what's happening to SGI in workstations.

The recent shut-down debacle at E-bay (whether SUNW are responsible for that or not) hasn't helped their reputation much either.

Best Regards,

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