Paul, Re: Intel redirected, DEFINITELY worth the read!
Gwenapp believes that giving IT executives a choice between a proprietary box from Sun or IBM and an Intel box
offered by multiple suppliers will change things.
"Above and beyond technology is the business model," says Gwenapp. "If an IT manager buys Sun e4000s, they
just married Sun. If price-performance gets out of line or Sun falls behind, they are in trouble. [But] if they don't
like what Compaq is doing, they have Dell or IBM."
Of course if Compaq, Dell or IBM ...and countless others... all are dependent on Intel chips, it seems that the IT manager is marrying Intel. Yes, the boxmakers can compete but they are all waiting for those Itaniums or McKinleys or whatever.
I think I'd feel better if Intel just said they were going to compete with Sun without acting like they are doing the world (the IT managers) such a favor.
Am I just warped because I've been trying to juggle SUNW and INTC too long?
As an INTC investor, I think Intel puts its strategy and vision out for the public as well as any company, maybe better. What if the customer wants Solaris on IA/64? Would Intel refusing to support Solaris be seen as a little heavy handed? If you want our chips, you can't use Solaris.
Maybe I should do my thinking first and posting later. No more till I get a good night's rest!
dmf
BTW I am a big fan of Intel posters. Wish they would some available to investors! Not just the Congratulations poster, but an assortment. Good graphics. |
