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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

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Nov 26 3:59 PM EST

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To: Amy J who wrote (115682)	11/2/2000 2:35:11 PM
From: GVTucker	Read Replies (3) of 186894

Amy, taking that one step further is a Merrill enterprise survey that I was reading this morning. The only two OS's that are gaining share in the enterprise market are Solaris and Linux, with Solaris gaining much faster than Linux. Everyone else, including Win2000, is losing share right now. Given that the ability of Linux to scale is still in question, Merrill argued that it is possible for Solaris to dominate in the high end. I would argue that Linux' ability to scale is growing every day, and that its share should start growing faster than Solaris by next year.

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