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To: Tony Viola who wrote (97007)	1/21/2000 10:43:00 AM
From: bhagavathi	Read Replies (2) \| Respond to of 186894

Tony, The real test for Sun will come in 1 to 1.5 years from now. When intel sells IA-64 systems in direct competition with Sun's Ultra Sparc III. At this point Sun will slowly see their margins erode and get reduced to a software company (wishful thinking, maybe). mula

To: Tony Viola who wrote (97007)	1/21/2000 12:48:00 PM
From: Paul Engel	Respond to of 186894

Tony - Re: ", HP needs IA-64 to be a success at least as much as Intel does, probably more. Sun said they were taking market share from HP, have been saying that for a while. " Maybe that's why HP has suddenly become IA-64 "friendly" ! Re: "Also, they said IBM is "confused", as evidenced by their (IBM's) earnings report. " Sounds like the close toes between IBm and Sun on JAVA are now formally DEAD ! IBM probably feels as good about that comment as Intel did when Weitzen of Gateway blasted Intel. Paul