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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%3:59 PM EST

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To: Paul Engel who wrote (112490)10/5/2000 10:33:37 AM
From: Tony Viola  Read Replies (3) of 186894
 
Paul and John, that's good news about HP selling the NEC Itanium based servers. It further locks HP in to IA64, and will get them some experience selling and servicing them (I would imagine the first line of defense in customer calls will be to HP, rather than to Japan). These middle man deals don't result in a huge amount of sales for the middle man (or woman, Carly), but it sounds like a good placeholder until McKinley. I didn't see how many processors max in a system. 2,000 systems at WAG of $50,000 would be $100 million in sales. Assume 4-way average. These ought to make Sun a little nervous.

Tony
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