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

To: Harry Landsiedel who wrote (99128)	2/15/2000 1:13:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "With Otellini's upfront chastisement of SUN you can see how this" has burned bridges. (I'm not stating my opinion about whether burning bridges is good or bad. Sometimes it is good, sometimes it is bad. I don't yet have an opinion in this case. Maybe it was necessary after Dell's comment. Otellini's chastisement of SUN puts SUNW at a distance, thus making the MS+Intel and RedHat+Intel relationships closer). Although, I'm somewhat wondering why Intel didn't try a little harder to work things out with SUNW, as this could have been the best solution for both companies' stocks? 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." Dell spends essentially nothing on RND ('1%???), while Compaq spends an enormous amount on RND innovation (30%???), so yes, it does seem Dell will be the low-cost provider for less innovative solutions, which will be perfect for small businesses (the low-end market is where Linux sells well too), while Compaq & HP will most likely be the higher-end providers of the more innovative (RND intensive) solutions. RE: "Do you think the comment on "rate of innovation" was directed at the folks in Redmond?" The comment was most likely in reference to Intel's competitor, SUNW, whose chip has 50% the performance of Intel's chips. To confirm this, one could refer to dot-truth.com, where Microsoft states that Intel's chip is better than Sun's chip. SUNW doesn't own the Enterprise market and I think that is well-understood with Intel's top management. Regards, Amy J