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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: Rob Young who wrote (136140)5/26/2001 11:35:50 PM
From: Paul Engel  Read Replies (2) of 186894
 
Rob - re: "They would be
foolish to give up those high margins on the UE10000 as long
as they are selling them."

The problem for SUN is that they may not be selling them for very much longer - I'd guess that the volumes will begin to slide in about 9 months - then plummet 18 to 24 months from now - once Intel's ITanium line is established in large, stable COST-EFFECTIVE systems

Paul
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