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

To: Paul Engel who wrote (99080)	2/15/2000 7:49:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Paul, Thanks for posting the interview with Mr. Barrett. The following goes a long way to explain why Intel should be successful with Itanium, vs. Sun: <InfoWorld: In terms of providing the infrastructure for the digital economy, Sun has established a considerable presence. How will you compete in this space? Barrett: There are two messages that the world is just starting to absorb, and one is the price-performance capability of freedom of choice and the innovation that goes with the openness of the platform. All the stuff that made the PC what it is today. But sometimes it takes a bit for that to get translated to the next stage, which is the back-room servers that are important for Internet infrastructure. Price-performance, freedom of choice, and the rate of innovation are the things I think will ultimately drive the marketplace. Those are the things we stand for, those are the things we believe in, and those are the things that are core to our market model.> Price, performance, open platform, many vendors; sounds like the same winning formula from Intel. John

To: Paul Engel who wrote (99080)	2/15/2000 9:14:00 AM
From: Tony Viola	Respond to of 186894

Paul, good article interviewing Barrett. If below becomes the criteria, Intel should win out over anyone, assuming they have partners to deliver the overall solutions, along with scalability and RAS. Price-performance, freedom of choice, and the rate of innovation are the things I think will ultimately drive the marketplace. Those are the things we stand for, those are the things we believe in, and those are the things that are core to our market model. Tony

To: Paul Engel who wrote (99080)	2/15/2000 9:17:00 AM
From: Mary Cluney	Respond to of 186894

Paul,<<< I don't think it's anything that's rocket science. You have to go out and listen to your customers, and then you have to provide them with service and values that bring them in.>>> I don't entirely agree with Craig Barrett. Intel will be good at things that are about process (the more process the better), huge investments, big customers, and big technology (the bigger the better). Server farms and data centers are perfect businesses for Intel to get into and be successful. But, listening to customers (less than $100m /year type)and making things easier to understand? I don't think so. Mary

To: Paul Engel who wrote (99080)	2/15/2000 12:19:00 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Paul Engel. Re: "Craig Barrett suffers NO FOOLS!" Boy you said a mouthful!:) Thanx for posting the interview. The more I read about Barrett the more I respect his no-nonsense approach. With Otellini's upfront chastisement of SUN you can see how this approach can cut through the BS at ALL levels of the organization. Re: Barret's "Price-performance, freedom of choice, and the rate of innovation are the things I think will ultimately drive the marketplace." That puts the Dell/Linux/Intel server program in a new light. Do you think the comment on "rate of innovation" was directed at the folks in Redmond? HL