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To: Amy J who wrote (99229)	2/16/2000 9:33:00 AM
From: Tony Viola	Respond to of 186894

Amy, >I wonder if Sun wanted a chinese wall between IA-64 vendors and their customers? Explain, please (firewall with pyrotechnics protection also? <:-/ Tony

To: Amy J who wrote (99229)	2/16/2000 12:14:00 PM
From: Harry Landsiedel	Respond to of 186894

Amy J. Re: "I wonder if Sun wanted a chinese wall between IA-64 vendors and their customers?" You may have put your finger on the reason for SUNW's reluctance to play along. From a strategic standpoint, Intel benefits the MOST when ALL operating systems can use their chips. Having a holdout like SUNW hinders Intel's growth. Re: "Second, 10,000 servers do not seem to be enough servers." I agree. I was surprised that Intel would partner with Dell in this space. There must be more hardware we haven't heard about. Re: ""innovation fits with the Dell approach. I don't think Dell really spends money on RND. " My point was that it's a three part mantra. The price/performance part of the equation fits with Dell's approach. Intel handles the innovation part which keeps Dell's costs down. I wonder if CPQ's deal with UIS will have an impact on the situation with SUNW. HL