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Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%Nov 20 3:59 PM EST

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To: John Koligman who wrote (93215)12/1/1999 12:25:00 AM
From: Tony Viola  Read Replies (1) of 186894
 
John, fine,

Of course, that is
assuming WIN2K is the key OS for IA-64.


Unix in varying flavors comes first, then W2K, maybe Linux in between. But you are right about IBM holding the keys to both the hardware and software driving. OTOH, how much longer will S390 be that big? Sales are sideways to down for quite a while now, except for a brief time now and then when IBM has a new 390. 390 gets left in the 90's, I'll bet.

Tony
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