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Technology Stocks : Intel Corporation (INTC)
INTC 40.90-6.5%2:15 PM EST

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To: Tony Viola who wrote (88159)9/12/1999 11:39:00 PM
From: Harry Landsiedel   of 186894
 
Tony Viola. Re: "When will the street start to perceive Sun as a lone wolf that is prone to attack from a lot of sides? Remember the tpc/C numbers this week where the Intel based machines were several times better in price/performance. Just a matter of time for Sun (I've flip flopped on that one again, call me Ralph II)."

I think you flipped right this time. The price/performance numbers are compelling to me, as long as the systems are equal in reliability. It's hard to see SUN not falling into the same trap as Silicon Graphics as Intel processors keep getting into more powerful systems, BWDIK.

HL
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