Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Amy J who wrote (94037)	12/15/1999 10:17:00 AM
From: Road Walker	Respond to of 186894

Arthur Levitt (Chairman of SEC) is currently speaking on selective disclosure, proposing that companies be required to disclose information PUBLICLY, not to selected analysts. This guy is my current hero! John

To: Amy J who wrote (94037)	12/15/1999 10:33:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Amy, we have been discussing upcoming Itanium, and its possible effect on Sun's sales, etc. I don't know if you read the SUNW thread, but a couple or three posters have joined it recently that are speculating about the future of enterprise and Internet servers markets. There is one that is especially knowledgeable about Intel based, and also Sun servers, their performances now and expected with IA-64. Just thought I'd pass it on, although you may be way ahead of me and reading there already. Tony