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

To: Paul Engel who wrote (91196)	10/28/1999 9:42:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 186894

Hiya Paul, As far as I am concerned, they are in trouble regardless. Let me explain.... Case 1: HP ships x86 servers, as they already have, with NT or varieties of Unix. Result: Big Deal, as Compaq / Dell have this market locked up. Case 2: HP ships Merced/Itanium boxes, with NT or Unix versions. Result: Big Deal 2, as ComPaq/dell will have them too (On NT), as of course (for Unix), SUN, on RISC-Sparc kills them. Dell & ComPaq (for NT servers) & SUN (for Unix platforms-RISC, maybe even Itanium-Solaris as well) are just too strong.... I could be wrong but IBM can survive (not prosper) because of locked-in IBM accounts (and Global services) but where does HP fit in... ?? It's not best of breed in ANY market it's in, it's sales force is a mess & they have no Global Services arm like IBM. JMHO take care Jean