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

To: Tony Viola who wrote (87307)	8/27/1999 2:16:00 PM
From: Jacques Newey	Read Replies (1) \| Respond to of 186894

Tony, Re:"they seem to be pulling a Houdini act as they keep escaping from competing server pressure from below." Thanks for your comments. It may be different for SUNW this time. The 8-way Xeon servers look to be the most serious threat to SUNW's dominance in the server realm to come along in a long time. From a price/performance standpoint, it will be more and more difficult for SUNW to justify their premium asking price. Like you, I'm not going to bet that SUNW will win in a bloody war with INTC and MSFT. Look what's happening to SGI in workstations. The recent shut-down debacle at E-bay (whether SUNW are responsible for that or not) hasn't helped their reputation much either. Best Regards,

To: Tony Viola who wrote (87307)	8/28/1999 3:03:00 AM
From: nihil	Read Replies (2) \| Respond to of 186894

I enjoy owning Sunw. It seems to have great products and a brilliant future. Sun will be swinging on Merced (if it ever appears) and then the top-line server business will really explode. It is a mistake to think that there is any real conflict between Sunw and Intc. This market is big enough for both to grow rapidly every year. The question is if there is a way for Windows servers to grow nearly as rapidly as Sunw.

To: Tony Viola who wrote (87307)	8/28/1999 10:12:00 AM
From: t2	Read Replies (1) \| Respond to of 186894

Tony, Regarding Intel and Sunw. I don't know if you caught an interview with McNeally about some chip Sunw was introducing. I don't remember his exact words but he did say that a chip does not have to be coming from intel. From his tone (and only that), i got the impression that he realizes that Intel is still an enemy---from the Microsoft camp. You had mentioned that Intel now has the upper hand with its relationship with MSFT. IMO, I think they are now going to behave like equals rather than MSFT having the upper hand. As an investment, Intel might do better than MSFT over the coming months. It is reasserting its image as the "monopoly" in the CPU biz. I just hope that AMD still continues to sell enough CPUs to keep the government out of it. IMO, that is the best way to maintain the "monopoly". I have loaded up on Intel in the last couple of days.