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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: Joey Smith who wrote (64154)	9/9/1998 3:17:00 PM
From: Tony Viola	Read Replies (1) of 186894

Joey, Re: "Kurlak said there would be a "ceiling" to how much revenue Intel can receive from their server lines in the future, since Intel chips could never penetrate the IBM/SUN/DEC enterprise market" Where did TK say since Intel chips could never penetrate the IBM/SUN/DEC enterprise market"? It's been happening from the early days of the Pentium Pro. NT is gaining market share vs. both UNIX and MVS. I saw a statistic that NT is now 2.2X MVS in terms of dollars spent for servers. Just five years ago, that would have been essentially zip. Sounds like penetration to me. I wonder if this guy is misquoted a lot, or if he really does come out with all the foolishness attributed to him. Tony

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