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To: Tony Viola who wrote (97049)1/21/2000 2:39:00 PM
From: JDN  Read Replies (1) | Respond to of 186894
 
Dear Tony: I listened in on the SUNW CC last night. I think Scott has gone beyond this galaxy now. Says, to quote, "the STARS are all aligned in our favor now". But, I dont see where this means INTC cant be successful also. Its a big market out there room for several. JDN



To: Tony Viola who wrote (97049)1/22/2000 1:56:00 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Hi Tony,

RE: "They are obviously looking at it from a software point of view, particularly operating systems."

Software can drive certain kinds of platform sales. In extreme cases, hardware can be packaging for software.

RE: "Maybe it's because McNeally has a fixation on Microsoft,"

When you look at MS, not only from the standpoint of only servers, but as an overall company, Sun is a head-on competitor. However, this isn't necessary the case with HP.

RE: IBM

What's the latest on their market position?
Thanks,
Amy J



To: Tony Viola who wrote (97049)1/22/2000 9:49:00 AM
From: Ibexx  Read Replies (1) | Respond to of 186894
 
Tony and thread,

A weekend chuckle for the snowbound - from Bernie Schaeffer's optionsource.com:

"Here's a sign of the times. When it comes to the Internet, the town of Halfway is going whole hog. On Wednesday evening, the leaders of this town of 345 inhabitants in eastern Oregon voted to officially change its name for the year to "Half.com" - the first "dot-com" city in the world. "By changing our name to Half.com, our community can greatly benefit from the success of the Internet," Mayor Dick Crow said following the vote. "We hope that through this exposure we can develop a number of cottage industries that will help our economic base grow." The deal, worth an estimated $110,000 in Internet expertise and computer hardware for the town, was put to the citizens of Halfway by the founders of Half.com, a new Internet company specializing in second-hand consumer products. What's next? Appleton, Wisconsin, changing its name to Apple.com? "

Ibexx