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Technology Stocks : Intel Corporation (INTC)
INTC 36.61+1.1%2:58 PM EST
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To: Paul Engel who wrote (100751)3/12/2000 2:22:00 PM
From: rudedog  Read Replies (1) of 186894
 
Paul - I have been in a raging debate on this topic on the SUNW thread. IBM sold a little over 700 S80 servers in fourth quarter, compared to a little over 200 UE10000s. This in an industry that ships 10,000 servers a DAY!!... 700 servers in a population of a MILLION.

If S80 can make inroads into the UE10000 position, that might eventually give IBM some way to hold back the relentless drive of SUNW into high end Unix accounts. But there is no evidence that the S80 sales were in fact to accounts that were even considering Sun... IBM has the ability to move 700 high end boxes a quarter into "big blue" accounts completely independent of any market forces - it's a trivial number. All they would need to do is offer some sweetheart deals to existing RS6000 or SP2 customers. They could do that quarter after quarter and create whatever growth curve they want, but at the end of the day does it mean ANYTHING??

The approach that Intel is driving - enabling Linux vendors, pushing Wintel OEMs to move higher, working with ISVs - is a lot more likely to give SUNW heartburn, but it will take a while, maybe another year or more, to really see the impact. And of course the big crunch for SUNW will not come until McKinley.
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