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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (10568)	11/18/1999 1:17:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Thanks. That was addressing exactly my thought. I had the (uninvestigated) impression that part of Intel's reason for entering the server farm business is a desire to develop their own machines to serve the market. Ditto for IBM. It would seem that the server farm business is going to develop into a real commodity business, leading to much thinner margins than Intel is used to. The power will reside in the box makers (eg., NTAP) Hmmm. Best, JS