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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: Tenchusatsu who wrote (92508)11/15/1999 3:16:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
Tenchusatsu, it does seem to me that Intel's long history of good execution (most of the time), deep pockets, systems engineering experience, including RAS (beyond just the chip), and ability to ally with the best of the rest make them the chip developer everyone wants to align with for big systems. Sun getting on board so early with Solaris verification on Itanium is a good example. Sun is on a roll right now, but they made sure recently to announce a milestone of running Solaris on Itanium. Scott McNealy is not lacking for ego, but he knows where the bread, or more bread, may be buttered down the road.

I'm getting stoked for the 64 bit rollout myself. It might just add enough business for Intel down the road to make these daily analyst upgrades, downgrades, and benchmark wars over current 32 bit chips with AMD somewhat moot.

Tony
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