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

To: JDN who wrote (108853)	8/29/2000 10:55:23 AM
From: Tony Viola	Respond to of 186894

JDN, >Does posting the SUNW situation which as you know has been determined to be a non event make you happier about INTC's woes? It's a non-event now? Can you show me an article, or Sun statement that refutes the Computerworld article? I agree that the processor speed race with AMD is insane. As Sun and many others over the years have proven, the fastest CPU is not necessarily the best selling, at all. Tony

To: JDN who wrote (108853)	8/29/2000 12:14:48 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

JDN, last post by me about SUNW's little expose: here's what looks like a typical attitude of the SUNW thread to the problem: Anyway, I'm extremely happy that this appears to have been a non-issue (or at least relatively minor) as far as SUNW's stock price and I'm glad the issue is out in the open to all stakeholders and will thus surely be fixed rapidly (if it hasn't already been). Go SUNW! I think the concern felt by Intel longs here is a lot more evident than what I saw on the Sun thread. The rest of the post, and I'd say a few dozen customers with the problem, considering that these systems are very expensive and Sun doesn't ship THAT many of them, is a big deal: Here is an excerpt from the ComputerWorld article (note the italisized section): Sun Executive Vice President John Shoemaker this week acknowledged that the company has been grappling with memory-related problems on "a few dozen" of its Ultra Enterprise servers for nearly a year. Sun customers who have been affected by the problem are unwilling to speak openly about it because Sun has persuaded many of them to sign nondisclosure agreements, said Tom Henkel, an analyst at Gartner Group Inc. in Stamford, Conn. The nondisclosure agreements were apparently offered with a claim that signing them would bolster Sun's commitment to resolving the problem quickly, Henkel said. Sun customers began reporting the problem as long as 18 months ago, he said. Shoemaker this week acknowledged that it may have been a bad idea for Sun to get its users to sign nondisclosure agreements. But he said the company took that measure only because Sun itself was struggling to pinpoint a reason for the system failures. He added that Sun has stopped requiring such agreements. Maybe the reporting is incorrect, but based on this it certainly appears that SUNW (Executive Vice President) itself acknowledged that the NDA's were a mistake. As far as the problems being common knowledge; well we as investors and potential buyers did not know and I find that disturbing. USENET knowledge channels and investor/buyer knowledge channels are two different mediums. Anyway, I'm extremely happy that this appears to have been a non-issue (or at least relatively minor) as far as SUNW's stock price and I'm glad the issue is out in the open to all stakeholders and will thus surely be fixed rapidly (if it hasn't already been). Go SUNW!