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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

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Nov 17 3:59 PM EST

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To: Tony Viola who wrote (97007)	1/21/2000 10:43:00 AM
From: bhagavathi	Read Replies (2) of 186894

Tony, The real test for Sun will come in 1 to 1.5 years from now. When intel sells IA-64 systems in direct competition with Sun's Ultra Sparc III. At this point Sun will slowly see their margins erode and get reduced to a software company (wishful thinking, maybe). mula

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