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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 3:59 PM EST

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To: Amy J who wrote (93378)	12/7/1999 1:21:00 AM
From: SisterMaryElephant	Read Replies (3) of 186894

Amy, <This is my main concern about Intel when it takes on Sun's high-end market.> Is it certain that Intel and Sun will be competitors in the future? For one thing Intel is not a box maker, so we are not really comparing apples to apples. IMHO, Sun will be an Intel customer. If you think about it, most of Sun's profits come from selling systems, software and services. The fact that they have to design SPARC processors to put in those systems has become a "drag" on the company. They siphon profits into the design and manufacture(foundry) of the SPARC and thus to compete with a mass manufacturer like Intel. This does not make sense. Buy from Intel and let Intel suffer the design and manufacture risk and expense. Of course, you will not hear Scott M. say anything about ditching the SPARC since this would suggest an inferior product and hurt the present business. You are more likely to see a transition occur with the I-64 products. More clues...is it not surprising that Solaris runs so well on all Intel's architectures? We will see. Cheers. SK

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