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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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Nov 28 9:30 AM EST

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To: Tony Viola who wrote (50838)	3/19/1998 11:17:00 PM
From: Mike Wong	Read Replies (1) of 186894

Thanks for a most informative post. Based on your info, methinks Intel is at least 10 years away from serious mainframe ambitions (dependency on Microsoft for mainframe OS). Re:"I think Paul said Merced will scale up to 256 processors." AND ..... Re: "The Sun Starfire series, that scales up to 64 way Sparcs, would be an obvious target, to me." I think you are on the money with that call. I think McNealy, is smart enough to put SPARC on the Merced instead of trying to beat it. Silicon is a volume based business. Scott knows he cannot beat Intel's unit cost on silicon, but he sure as heck can beat NT in server performance for at least 5 years (2 major releases of NT). Does anybody know how big the workstation market is relative to the PC market so one can do some market-share/demand-growth assumptions to extrapolate Intel's revenue oppotunity??

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