Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.44

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3:59 PM EST

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To: techtonicbull who wrote (114753)	10/23/2000 12:37:32 AM
From: Tony Viola	Read Replies (1) of 186894

When you said Intel sells products that compete with their customers, I thought it was the "Intel sells servers to end users" story again. Instead, Intel's motherboard and other finished products compete directly with other companies who manufacture similar finished components. I'd call that a nit. When you get big enough, you're bound to end up selling something that competes with a customer. Today, especially, it's like every other company is your ally in some ways and your competitor in another. So you think Sun is good for ten years. Actually, you sound more like you think they're untouchable. If you go back in the history of tech, you can count on one hand the companies that have dominated for that long. You think Sun can do that when most of the rest of the computer companies in the world are building machines that are very similar to each other and diametrically opposed to Sun's products? Sun is right and they are all wrong? To me, Sun has had a great run, but I think the competition is bound to get them, just like what happened to mainframes. Enough jackals will bring down any lion. Tony

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