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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

+0.2%

Nov 25 3:59 PM EST

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To: rudedog who wrote (99304)	2/16/2000 9:15:00 PM
From: Amy J	Read Replies (1) of 186894

Hi Rudedog, RE: "So understand my context - this was JUST about Intel's choice of a hardware partner to go after applications hosting." I understand, but my point was that 10,000 Servers just do not seem to be enough when I run numbers, so something is missing. RE: "I believe that Intel intends to strongly enable Linux in their hosting business" I didn't know that. I know Linux scales well. Not sure how well MS's stuff (future and current) will scale. I believe the current stuff doesn't scale well, but I would bet the future stuff would scale well. RE: "CPQ is involved in several ventures with MSFT to provide hosting using the MSFT stack, the most recent being the digex deal" Not familiar with it. Hosting isn't my area. RE: "That kind of puts Intel and CPQ in different spaces in regard to the hosting business" How/why? Sounds like CPQ is the Switzerland in hosting? Or, am I missing something? Thanks, Amy J

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