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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: Road Walker who wrote (138276)	6/27/2001 4:17:44 PM
From: maui_dude	Read Replies (2) of 186894

Article : Alpha proved costly for Compaq at dailynews.yahoo.com From the article : Eventually, he said, other computer makers, like Sun Microsystems Inc. (NasdaqNM:SUNW - news), will likely have to abandon their own proprietary chips and embrace Intel's processors just as Compaq did. "It is clear that proprietary RISC architectures (like Alpha and Sun's UltraSparc) are going to run out of runway relative to Intel alternatives," Winkler said. "Just as you saw Hewlett-Packard migrate away from its PA-RISC, I think you're going to see the entire industry do that. It is only a matter of time until each company admits it." Ultimately, companies will differentiate themselves not by the processors but the hardware, software and services they can package with those processors. "No one cares what the processor is inside," he said, "it is really the applications and the software that drives the value for the customer overall. Maui.

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