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Technology Stocks : Intel Corporation (INTC)
INTC 36.62-0.6%2:32 PM EST

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To: Tony Viola who wrote (142407)8/29/2001 5:32:36 PM
From: Road Walker  Read Replies (2) of 186894
 
Tony,

Sun will probably evolve into a software company, rather than a hardware company. If that happens, they may become a very good Intel partner. And it could ultimately be good for SUNW shareholders, smaller revenue but much higher GM percentage, lower costs. What Compaq announced, but on a larger scale.

It's hard to believe that they will be able to keep up with Intel in hardware technology. And it would be a shame to waste their respected software on an outdated platform. Looking forward a few years, of course.

John
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