Intel Corporation (INTC) Message Board

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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: Paul Engel who wrote (92244)	11/12/1999 4:35:00 PM
From: John F. Dowd	Read Replies (2) of 186894

Paul: Thanks for the heads up on the ORCL deal. It would appear that IBM will come with a 32/64 bit Unix based superserver with ORCL's support. From what I can see this would be bad for Linux and SUNW and good for INTC. This guy OSHA must have had a brain cramp. I mean INTC is sold out. Even Value America Catalog is selling the HP 733 PIII so Dell must be getting all they need as well. And if AMD is sold out which doesn't take much in light of their capacity and yield, why the concern about margins. In light of all this I don't get it. Is there a missile we are missing? JFD

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