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

To: Barry Grossman who wrote (104405)	6/13/2000 3:17:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

RE: "the low end of their unix server line, which accounts for 80% of their server business, is experiencing fantastic growth", Aren't the chips in those low end unix servers all Intel high margin products? Barry, suppose this is why Intel is up almost 6 right now? jim

To: Barry Grossman who wrote (104405)	6/13/2000 3:31:00 PM
From: Tony Viola	Respond to of 186894

Barry, re HP, >"the low end of their unix server line, which accounts for 80% of their server business, is experiencing fantastic growth", and the problem he sees in their server business is only in the very high end. He then went on to elaborate on that. Aren't the chips in those low end unix servers all Intel high margin products? Great catch. They sure are. These look like the hot ones: netserver.hp.com Whenever Sun Micro does their chest thumping (deservedly because of their good overall results) they always beat up on HP. That's the problem area for HP the author you quoted is alluding to. So, IBM, HP, Dell and Compaq: I believe all would say their fastest growing area is Intel based servers (unless Compaq were to say it's storage for them). While looking around HP's web pages, I ran into this glowing one on Itanium/IA-64. Some of the bad-mouthers have been trying to say HP turned away from Itanium. Not quite. ia-64.hp.com Tony