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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: Road Walker who wrote (91128)	11/1/1999 4:03:00 AM
From: Amy J	Read Replies (2) of 186894

RE: "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?" Hi John, I assume you mean softness in revenue, not unit shipments? Softness in revenue could be a possible indicator IT managers are tired of paying high prices. If the softness was in Total industry revenues, not Total industry shipments, like I believe it was last year (one of the posts indicated Total industry Server revenue growth was only 7%, while Total industry shipments were healthy), then Itanium could be very well positioned for this market, if their price is reasonable. If Intel delivered a solution which was significantly less costly than competing solutions and if Intel was wildly successful in doing this, I think there's a possibility Total Server sales could experience softness if IT managers migrated to a less costly solution, i.e. Intel's success could come at another's expense. Regards, Amy J

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