Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.90

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2:28 PM EST

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To: Jeff Fox who wrote (28237)	8/5/1997 12:08:00 AM
From: Joey Smith	of 186894

jeff, tony, signing up SGI onto the Intel team imo IS a big deal. SGI basically focuses on only one product segment, high-performance workstations and servers. They pride themselves on their proprietary RISC-based processor and Unix operating system. Also, their most recent earnings announcement showed improving market acceptance. The fact that they want to offer an Intel/NT based Workstation (either to remain competitive OR to gain a competitive advantage) shows the inroads Intel and NT are making in this market. This will put severe pressure on SUN, imo, to diversify into Intel/NT based products, that is, of course, if McNealy is willing to swallow his pride and offer an Intel/Microsoft product. The "perception" of this deal, if/when it happens, will be great for Intel. joey

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