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Technology Stocks : Intel Corporation (INTC)

INTC 35.96

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2:04 PM EST

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To: Paul Engel who wrote (40888)	11/22/1997 8:42:00 PM
From: BelowTheCrowd	Read Replies (1) of 186894

Paul, There have been more than just endorsements of Merced. HP has merged much of the marketing and sales related to Netservers (Intel-based) and PA-RISC machines. The reasoning is that the two are increasingly targeting the same customers, and PA-RISC just isn't growing fast enough. A longer-term justification is that the two WILL merge together once Merced is out. IBM is moving slowly in the same direction. Recently they've announced a consolidation of RS6000 and AS400 groups, cutting several hundred jobs. Even the combined division, is unlikely to keep up with their Intel-based server business, and probably gets swallowed by it in the longer term. Sun and SGI are the holdouts. SGI is unlikely to ever become a major competitor in the server market. Sun appears more concerned with fighting the Java wars than in keeping up in hardware price/performance. Otellini exaggerates somewhat, but possibly not much. mg

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