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Technology Stocks : Intel Corporation (INTC)
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To: chic_hearne who wrote (103650)5/25/2000 11:09:00 AM
From: Tony Viola  Read Replies (1) of 186894
 
Chic,

>>If the price were right, they'd probably make chips for Sun.<<

Tony,

I doubt it, one of two things would have to happen.

1) IBM would have to exit the server business

2) IBM management (all of it) would have to change

SUNW and IBM have gotton very personal lately. McNeely bashes IBM at every chance, IBM does the same to them. McNeely has really made us look like fools over the past few years. IBM management thinks it's time for payback because our technology has leap frogged them and thiers is really in disarray.


IBM could always put Sun on one, or 1/2 generation older technology, like hold back the SOI. It would be hard to not sell them copper or 0.18. Then again, Sun's chip technology folks wouldn't be that gullible.

You should see the propaganda they feed us. I'm sure it's just as bad at SUNW. At this point, I think IBM management would rather lose money over a personal vendetta to SUNW than license them a good technology. About the 3rd sentance into the first piece of literture I read about SOI stated we wouldn't be licensing it to people such as SUNW. It's gotton that personal. When McNeely speaks, trust me, we all hear his mocking of IBM. Personally, I don't think McNeely knows what he's got himself into.

Very interesting that it's gotten to that. Like I said, from what I've heard and seen, IBM has turned over a new leaf and would almost sell the technology in the back 40 at Montpelier Vermont, or wherever their chip R&D is.
McNeally does have a mouth and a half on him, I agree with you there 150%. No company is safe enough in their business to be pulling the stunts he does, like sending 20 or something bug exterminator trucks to a Windows 2000 bash.

OTOH- Intel seems to be one of our best friends.

Good to hear as an Intel stockholder. You better have good alliances these days or you will die.

Tony
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