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Technology Stocks : Intel Corporation (INTC)

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2:29 PM EST

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To: Tenchusatsu who wrote (136374)	5/31/2001 7:03:11 AM
From: Mary Cluney	Read Replies (1) of 186894

Tenchusatsu,<<<Intel's overall revenues for these chips are down only because the sales volumes have been hit by the economic climate. (Just ask Sun.)>>> Corporate IT strategies are formulated years ahead of when processes are defined and hardware is aligned accordingly. I have to imagine that IA64 vis-a-vis RISC architecture evaluations going on now have to be holding up some of current hardware purchase decisions - and, may offer Corporate IT executives good excuse to hold up spending during current economic uncertainties. (The good news is that these hold ups in spending are not fungible - and can't last for very long) Do you have any insight into Intel IT strategies? What percentage of their current (inhouse) applications run on Unix OS and IBM mainframes? I know when Paul Engel was at Intel, some of their IT systems were run on DEC hardware. I wouldn't be surprised if some are still running. My guess is that Intels budget for IT runs close to $1B annually. Can you give us some insights as to hardware they use currently and planned? Mary

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