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Technology Stocks : Intel Corporation (INTC)

INTC 36.38

-1.3%

Dec 22 3:59 PM EST

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To: dale_laroy who wrote (136155)	5/27/2001 1:34:21 PM
From: Paul Engel	Read Replies (2) of 186894

Re: "All SUN has to do is dominate the uniprocessor through 8-way server markets with low cost Sledgehammer servers in order to limit Itanium's market. " Realtiy check - SUN has already LOST the uniprocessor to 8-way server - Intel-based machines have dominated this for the past several years. By the time SludgePumper gets out the door - in 2 more years - do you know how large the Intel lead will be - especially considering XEONs, McKinleys and their descendants will be around on 0.13 micron when the Sludge oozes out of AMD's back door. Paul

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