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To: Tenchusatsu who wrote (98628)	2/9/2000 4:56:00 PM
From: Tony Viola	Respond to of 186894

Ten, Re: You know, one of the themes of IA-64 is "Get Sun." I wasn't aware of that before, but I am now! Tony

To: Tenchusatsu who wrote (98628)	2/9/2000 5:51:00 PM
From: Gerald Walls	Read Replies (3) \| Respond to of 186894

You know, one of the themes of IA-64 is "Get Sun." Intel recognizes Sun and UltraSparc III as the main competitor to the upcoming Itanium. Please don't tell me that Intel executives are saying "We're going to cut off Sun's air supply!"

To: Tenchusatsu who wrote (98628)	2/10/2000 4:31:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Tenchusatsu, RE: "You know, one of the themes of IA-64 is "Get Sun."" ...as a customer. There's a difference between 'getting Sun' and 'getting Sun as a customer', i.e. getting Sun's market (with Sun). It is probably in Intel's best interest to get Sun as a customer (and, it is in Sun's best interest to work with Intel so Sun saves RND expenses). No sense in having two giants bashing it out, when there's probably a better route for both companies' stocks. Certainly, if Sun doesn't want to work together, the writing is on the wall. However, I imagine Sun and Intel would like to work this out, so it probably doesn't pay to start rumors to the contrary IMHO. Regards, Amy J PS I picked up a few leaps on cpq & dell (not an investment I'm keen on, box makers no IP, but if Sun doesn't use Intel chips until McKinley (as someone on SI suggested in a post), maybe there's a server play for cpq & dell. And, if Sun doesn't use Intel's chip, my bet is on Intel)