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Technology Stocks : Intel Corporation (INTC)

INTC 36.85

+1.6%

Dec 19 3:59 PM EST

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To: Paul Engel who wrote (136144)	5/27/2001 2:14:44 PM
From: Rob Young	Read Replies (2) of 186894

Paul, Re: "... how much hardware do you think HP will sell if their HP/UX IA64 product runs just as well on Dell based servers and the Dell box is 30% cheaper?" "Under those conditions, HP will sell NO HARDware if they only offer their PA-RISC systems." Right.. so in a sense by committing to IA64 they are in between a rock and a hard place. Not only does Sun get to FUD up HP's shakey migration plan (however well that works, that is a separate debate) but they run the very real danger of Dell stealing the hardware end of HP/UX sales. After all, Intel will continue to bundle core Enterprise stuff into IA64 (lock-step, error correction, high-end boards/chipsets) and their much beloved Dell will benefit. Rob

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