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Technology Stocks : Intel Corporation (INTC)

INTC 48.59

-1.3%

Feb 4 3:59 PM EST

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To: Dave who wrote (149247)	11/23/2001 10:53:58 PM
From: Joey Smith	Read Replies (2) of 186894

Dave, re:If this new architecture is successful, it will cause the likes of Sun, IBM, etc., to make a difficult decision, i.e. whether to continue to design their own solutions or buy Intel. IMO, IBM is playing it smart by having both options available, while Sun is taking a huge risk that the value proposition that Itanium family provides wont be enough for Sparc users to make the switch. What is the value proposition for Sun? Designing & manufacturing Sparc chips or is it the appliacations/services/solutions it provides to Solaris customers? Me thinks Mcnealy has been driving in the same limo as Jerry Sanders. Joey

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