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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: Mary Cluney who wrote (61935)	8/7/1998 9:04:00 AM
From: DownSouth	Read Replies (2) of 186894

Mary, I just read Paul's response to your post and must agree. Wintel is a ways from being a contender in the high-end Unix market. However, Intel is not so far away as Unix OS systems run on Intel platforms. Even so, progress will be slow. A more likely scenario is for a serious erosion of the high end market by customers who change their implementation and/or growth strategies from having large Sun servers to having multiple WINTEL servers. (Like minicomputers did to mainframes and microcomputers did to minicomputers.) MSFT has a ways to go before enterprise level mission critical apps will be on NT--but it will happen.

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