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

To: Barry Grossman who wrote (92771)	11/17/1999 10:44:00 PM
From: Elmer	Respond to of 186894

Re: "Do you or anyone else have any idea what Sun's strategy will be to deal with a Intel server 13 times faster than a comparably priced Sun Microsystems server?" That IS the question, isn't it... They can't drop the price by a factor of 13 and they don't have the technology to match Intel's performance. EP

To: Barry Grossman who wrote (92771)	11/17/1999 11:17:00 PM
From: Tony Viola	Respond to of 186894

Barry, Do you or anyone else have any idea what Sun's strategy will be to deal with a Intel server 13 times faster than a comparably priced Sun Microsystems server? Sun will probably punt when it comes to low to medium size servers, which these are. They did that (punt) at the workstation level awhile ago. They say they are cleaning up at the high end right now, probably medium - high also. I don't doubt that at all. They are kicking Blue's and HP's butts right now up there with their E10000 and next level down servers. Solaris stuff. The upcoming problem for them should be that Intel based servers with Itanium should be to those E machines, as today's Xeon based are to the UltraSparc II's. In other words, based on price/performance, they shouldn't be able to compete. Of course, as Paul says, there's the robustness and scalability of Solaris that Sun points to. Win2000 is supposed to make it better, Solaris on Itanium, on and on it goes. Every time I go through this prediction on Intel based catching up with Sun, their stock doubles again in six months to a year. This time, though, I don't know. Don't forget, Sun caught IBM. Tony