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

To: Dan3 who wrote (111750)	9/29/2000 5:43:19 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Dan, RE: "Ouch! Good point. Well then, against the 900MHZ systems SUN just announced, anyway." Interesting. It appears Sun felt so threatened that they had to make this (product launch) announcement on a product that's not even shipping? That's even worse than what AMD & Intel are doing to each other. When Intel and AMD announce, at least they have some product in the pipes. Last week, when Sun's COO was asked by a reporter about Intel, he dodged by saying, "who is Intel?" This is an age-old media tactic (that some, definitely not all, people use). I'm a bit surprised this media tactic still works - and it did too - the reporter was taken by surprise and stuttered a tad. I personally find it an extremely rude way to treat reporters. edit: someone just asked me about this age-old media tactic is, so I'll reply here (probably other folks may not know this tactic?)...basically, in quite a few marketing departments, the training is: if the competition is small, you can acknowledge them. if the competition is a real threat, just ask who they are - this will throw the reporter off the track through confusion and self-doubt, aka dodge. It's not something I would ever do in marketing (even though it is effective) - because it hurts trust and media is about building trusting relationships. RE: "Either that, or AMD server chips are very close." Dan, I'll answer your question from a marketing perspective (and leave Elmer/Paul to field the technical questions): AMD just doesn't have the OEM relationships in place and field infrastructure in the Server market to threaten Sun. Not that a company shouldn't keep on their toes, but I would doubt Sun feels threatened by AMD's Server chips. RE: "Why do you think such drastic cuts were made?" Balmer said Server was strong, so this tends to make me feel that Server demand is expected to be strong, which means Dell can't blame it on the Server market or Euro or whatever. So, either Dell is really hurting (poorly positioned in the Server market compared to Compaq), or, maybe Dell is trying to well-position themselves through volume entrenchment before (what could be) the year of the Server (2001). Since I don't follow Dell (I only invest in companies with IP), I don't know which option is true, and unfortunately, these options have opposite interpretations - one bad, one potentially good. Dell isn't a gamble I'll make - my preference is with Intel, i.e. Switzerland. Regards, Amy