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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Tony Viola who wrote (93387)12/8/1999 10:39:00 AM
From: Amy J  Read Replies (1) of 186894
 
RE: "1. Intel is certainly not going to be vertically integrated with the IA-64 products"

Hi Tony,
Selling into the high-end/Enterprise market is different than selling into the consumer market or departmental market segments. I think a mission critical enterprise sale (for any mission critical enterprise application/product) tends to require some level of a total solutions approach. In fact, this is exactly why Sun does so well. This is what concerns me about Sun (disclosure: I own SUNW, but have a lot more INTC)

RE: "Good subject, Amy."

This (high-end market) is new and unproven territory for Intel. I would like to see more discussion on this topic.

SI was down again this morning... and now I have to go.

Regards,
Amy J
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