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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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Nov 28 9:30 AM EST

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To: Tony Viola who wrote (102780)	4/22/2000 10:13:00 AM
From: Dan3	Read Replies (1) of 186894

Re: Makes you wonder why Hitachi bothers with a non-standard design... It works with their operating system. Big X86 system still lack a trusted operating system. (this is changing, but is still largely the case) The secret to SUN's (and IBM mainframe/AS400 and Compaq/Digital) success is that their customers, correctly or incorrectly, think that these systems are more reliable than any standard volume system with an X86 CPU inside. Even when there is a huge difference in hardware price/performance. A significant part of this reliability is attributed to the proprietary operating system (though the hardware is usually well regarded, too) To many enterprise customers, Intel inside means tens of millions of additional dollars will be required for support and downtime will be much greater no matter how much is spent. I'm not sure whether these customers are right or wrong, but they are certainly giving SUN, IBM, and Compaq a lot of business. Regards, Dan

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