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

To: SisterMaryElephant who wrote (93465)	12/7/1999 1:59:00 AM
From: Paul Engel	Respond to of 186894

Steve - RE: "Of course, you will not hear Scott M. say anything about ditching the SPARC since this would suggest an inferior product and hurt the present business" Notice that you DON'T hear McNealy strutting his tough about SUN's UltraSparc III processor which was due in the Summer of 1998, then late in 1998, then early 1999, then mid 1999, then late 1999 and now.....it isn't even mentioned ! From a source I have, I have learned that the UltraSparc III is STILL NOT FUNCTIONAL - and it is 18 months LATE - and getting later. Thus - your speculations may prove very very accurate. Sun may easily "transition" to an Intel IA/64 customer - more out of necessity, however. Paul

To: SisterMaryElephant who wrote (93465)	12/7/1999 6:01:00 AM
From: Jacques Newey	Respond to of 186894

Steve- Re:"Buy from Intel and let Intel suffer the design and manufacture risk and expense." I hope you are right! Re:"not surprising that Solaris runs so well on all Intel's architectures?" Thanks for the clues!

To: SisterMaryElephant who wrote (93465)	12/9/1999 3:34:00 AM
From: Amy J	Respond to of 186894

Hi Steve, Thanks for your excellent post. RE: "Is it certain that Intel and Sun will be competitors in the future?" I'm hoping they won't be. Your post was very logical and well-thought out. It is a rather large market. I wonder when we'll start seeing the impact of Merced? RE: "Of course, you will not hear Scott M. say anything about ditching the SPARC since this would suggest an inferior product and hurt the present business. You are more likely to see a transition occur with the I-64 products. More clues...is it not surprising that Solaris runs so well on all Intel's architectures?" In the worse case, as a hedge. In the best case, Intel's IA-64 processors completely replace Sun's processors. A complete replacement would be nice for INTC. Regards, Amy J