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

To: Paul Engel who wrote (105080)	6/29/2000 10:52:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Paul, >Maybe SUN is starting to recognize this Oracle-On-Intel Growth. And perhaps that's why Sun is releasing their "cozying up to Intel" articles lately. With Intel servers at 75% of the market today, according to Oracle, Ellison ain't dumb, that's where most of his Oracle 8.1.6 and 8i license money is coming from. Thinking about it, though, he may make more money on installations of his database, etc. SW on bigger machines, like Sun's high end servers. Then again, that cost ends up with the customer, which pushes him toward a cheaper overall platform, like Intel's. Bottom line is 75% of the server market today belongs to Intel, and probably growing that number too. From the Oracle article, they also said they're cooking up some treats for IA64 (like everyone else): Oracle will work closely with Intel to develop, test and document recipes for e-business solutions such as Oracle8i Appliance, Oracle Parallel Server (OPS), and in the future IA-64 based recipes. Tony

To: Paul Engel who wrote (105080)	6/29/2000 11:13:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, Intel investors, here's some more evidence of the strength of Intel based servers...IBM has unveiled a line of SAN (Storage Area Network) compatible storage products that are called Netfinity, same name they use for their Intel based servers. You know that the new storage products, some of which have full fibre connectivity from controller all the way through to the individual disk drives, REALLY state of the art, are intended as co-products with their Netfinity servers (although they're probably compatible with other IBM, and other vendor SANs and servers). The name, though, Netfinity, indicates to me a further commitment to their Intel based server line. One fish, two fish, red fish, blue fish: IBM?s Piranha swims with the sharks searchstorage.com Tony