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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Paul Engel who wrote (105080)6/29/2000 10:52:00 AM
From: Tony Viola  Read Replies (2) of 186894
 
Paul, >Maybe SUN is starting to recognize this Oracle-On-Intel Growth.

And perhaps that's why Sun is releasing their "cozying up to Intel" articles lately. With Intel servers at 75% of the market today, according to Oracle, Ellison ain't dumb, that's where most of his Oracle 8.1.6 and 8i license money is coming from. Thinking about it, though, he may make more money on installations of his database, etc. SW on bigger machines, like Sun's high end servers. Then again, that cost ends up with the customer, which pushes him toward a cheaper overall platform, like Intel's.

Bottom line is 75% of the server market today belongs to Intel, and probably growing that number too.
From the Oracle article, they also said they're cooking up some treats for IA64 (like everyone else):

Oracle will work closely with Intel to develop, test and document recipes for e-business solutions such as Oracle8i Appliance, Oracle Parallel Server (OPS), and in the future IA-64 based recipes.

Tony
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