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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: Tony Viola who wrote (98619)	2/9/2000 4:26:00 PM
From: Paul Engel	Read Replies (1) of 186894

Tony - Re: "we think UltraSPARC III-based servers might not be introduced until August/September. " Intel should be introducing the ITanium around that time, and if Intel's customers start to ship ITanium systems BEFORE the UltraSparc III's ship, then major EGG-ON-FACE for Sun. My guess is that UltraSparc III will not be competitive in the long run - SUN is expecting only 600 MHz. Ergo, SUN will have to survive on MOMENTUM alone - milking their Solaris SOftware for all that it's worth. Hopefully, if one of the ITanium OS's is scaleable and robust, look for SUN to be in a bind a year and a half from now. Paul

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