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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 3:59 PM EST

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To: pgerassi who wrote (108021)8/22/2000 6:40:19 PM
From: maui_dude  Read Replies (2) of 186894
 
Aloha folks,

Thanks for all the useful info and thoughts (and a little bickering)posted by all of you. Also thanks to my friend who got me this account on SI.

Here's an article where Craig Barrett predicts that SUNs vertical model will eventually fail.

Intel CEO says Sun model doomed :
yahoo.cnet.com

Intel Camp vs SUN is much bigger battle to win for Intel than fighting AMD. I agree with Barrett and feel SUN will eventually be pushed away, but there is a lot of money to be made on SUNW next 2 years.

There is also lots of money to be made on INTC (and maybe AMD in the short term, at least). I think, HP, CPQ and Dell also stand to gain a lot from Intels success a the high-end.

Good luck to all.

-maui
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