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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Jacques Newey who wrote (87303)	8/27/1999 1:43:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Jacques, I'm not an expert on this but from what I've read, SUNW faces a serious challenge from INTC and its OEM's in the server business. For example, the 8-way Xeon beauties to roll out soon. I've been thinking that about Sun for a couple of years now, but they seem to be pulling a Houdini act as they keep escaping from competing server pressure from below. A lot of it is the software they run, Solaris being considered still better in scalability and robustness than anything from Microsoft. That might change with Win2000, and Linux is getting more and more accepted all the time. I do agree with you and don't touch Sun stock, although we could have made some very good $$ on it in the last year. It's still there and acting strong, but I feel that, as soon as I bought it, they'd all come out of the woodwork with 'Intel's gonna kill them' analyses. Tony

To: Jacques Newey who wrote (87303)	8/27/1999 2:59:00 PM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear Jacques: Well ON AVERAGE I think you can count on INTC yielding 20% over a 10 year period. They are well run, well financed and because of their many PAID FOR Fab plants nearly unapproachable as AMT shareholders seem to be finding out. I say 20% not so much because I am expecting that kind of internal generated growth but how I expect the field of technology to grow overall and they will at least maintain their share of it. Only comment I will make again on the others is this--10 years at 20% is 200% simple interest, most of the others I mentioned especially SUNW and EMC have done that well THIS YEAR. haha. JDN