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

To: Tony Viola who wrote (99282)	2/16/2000 2:33:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Tony, RE: "Yeah, he doesn't even have Intel in there. Sorry, couldn't resist." LOL! About your chinese wall question... the moment the product differential gets less distinguishable (i.e. SUN uses the same chip as other IA-64 vendors), it puts Sun squarely in the IA-64 camp, which in turn opens up competitive evaluations between other IA-64 vendors (Sun's competitors). So, if I were Scottie, I would be tempted to not open up this door (but I would because I would be more concerned about remaining competitive in the long-term). So, if I were Scottie, I would use the Intel chip because the reality is: you've got to do what is long-term competitive, not short-term defensive. i.e. since the Intel chip is better, by not moving to Intel's chip, they essentially put themselves at a competitive disadvantage. A short-term defensive move isn't a good idea. It's always better to be long-term competitive. Same theory applies to cannibalizing your own product lines. The companies that do this, do it well, and remain competitive. The companies that don't do this, don't remain competitive. Regards, Amy J PS Yeah, he should have had INTC in his profile :)

To: Tony Viola who wrote (99282)	2/16/2000 2:39:00 PM
From: Ibexx	Respond to of 186894

Tony and thread, Media's view of a "silicon spat": "Silicon Spat: Sun vs. Intel: Meanwhile, when it wasn't showing off hot new processors at its developers forum in Palm Springs, Intel was mixing up it with Sun. Intel said it will withdraw most of the resources it has devoted to porting Sun's Solaris operating system to its high-end 64-bit chip architecture. The company says it made the move because Solaris is a loser, also-ran operating system (well, it didn't use those exact words), but analysts and others, ioncluding Sun, quickly pointed out that Intel's new strategy -- entering hardware and e-commerce markets -- makes Sun a big competitor, never mind that Sun makes its own high-end processors. Then there's Linux, which means that Intel doesn't need Sun to run Unix...." upside.com Ibexx