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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: nihil who wrote (91123)	10/28/1999 10:52:00 AM
From: Road Walker	Read Replies (1) of 186894

nihil, re: "Intel is urging people to drop mainframes and other servers to go to a new system, it is wise to give the potential customers a chance to plan ahead." Good point, I agree. Your post raises an important question. Could at least some of the softness in server sales reported by IBM and HP be from IT folks waiting ("planing ahead") for Itanium? Not Y2K? The softness is in the high end hardware, exactly the target market for Itanium. Maybe? John

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