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

To: Mary Cluney who wrote (99365)	2/17/2000 10:40:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Mary, RE: "IT professionals in Companys that are potential customers for ITanium would have no hesitancy to go with Linux if MSFT is not ready." I may be way off base here, and feel welcome to correct me if I am. I always assumed that IT professionals would first choose the applications they want to run, then select the appropriate operating system, then choose the appropriate hardware. You imply that their decision would be based on the hardware first. My assumption would also be that many IT pro's would prefer to work with MSFT than Linux, but I could be wrong there as well. John

To: Mary Cluney who wrote (99365)	2/17/2000 1:04:00 PM
From: Tony Viola	Respond to of 186894

Mary, >The reader is a value-added reseller, or VAR, who custom-builds PCs for large clients, so she monitors Intel central processing units very closely. And here is what she says: "I have the answer to why Intel is no longer moving in sync with the PC boxmakers. There is a severe CPU shortage... None of the Intel-authorized distributors have any Intel CPUs available. None, zip, nada. (Intel motherboards are in short supply too.) So Intel is selling their entire CPU inventory." Who were those strange people that said the era of the PC is over? It took the mainframe 40 years to start down; the PC has a long ways to go. >Consequently, the reader reports, "If you try ordering a PIII 450 MHz system from X, you're likely to end up with a PIII 550Mhz with the upgrade compliments of X." (Name changed to protect the potentially hurt party.) So, she says, it is entirely possible that the big PC companies are eating the difference between the midling and the high end to keep the customer happy, something that hurts their bottom lines but makes for a great bottom line for Intel. Exactly what Dell said in their last Q report, except they didn't mention Intel's bottom line <:-). Tony