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

To: Road Walker who wrote (95401)	1/7/2000 5:17:00 PM
From: Tony Viola	Read Replies (5) \| Respond to of 186894

John (and VFD) My two cents on something I know very little about. Sun has had a niche pretty much to themselves, but will soon face competition from a slew of lower cost competitors. It reminds me of where Apple was when Intel based PC's started to come at them from every direction. Apple did OK, stumbled, is doing OK again. I expect the same to happen to Sun. If this is a bad analogy, let me know. Just food for thought. I agree with your post except for the Apple part. I think the reason most give for them not being the Microsoft or Intel of today is that they wanted to keep everything proprietary, and not let third party developers build on the MAC OS. That kept MAC overall from proliferating. Now they're a niche, successful one, I know. I wonder though, when their fanatic following moves on, who's going to buy MACs? I don't see any kids or schools using them anymore. They all want fast Pentiums! Sun probably still has momentum for a while, but I think they'll get caught by HP, Compaq, IBM, Dell, Hitachi, Fujitsu, NCR, Bull, and all the rest using cheaper Intel chips in servers, when Itanium comes out (actually McKinley, next year is supposed to be the volume chip). Sun is also still mired at 450 MHz in their medium and large servers. You actually have to give credit to AMD for pushing Intel in the MHz race. That should definitely help on Itanium. Sun's main chip vendor is TI, who is now mainly a DSP company. What do they care about keeping Sun up with Intel? I wouldn't be surprised if SUNW outperforms INTC for a while, because of momentum. Also, Suns Q4 sounded like a barn burner. But, longer term, my money's on INTC. Tony