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

To: techtonicbull who wrote (114629)	10/21/2000 2:51:26 PM
From: Bob Kim	Read Replies (1) \| Respond to of 186894

despite Merrill Lynch's Joe Osha's downgrade (which will be proven wrong) It's already been proven wrong in 3 trading days. Besides, does anyone really believe ML when they are suggesting via their ratings that the long-term prospects for INTC are comparable to those of IPET and IVIL and inferior to those of PCLN.

To: techtonicbull who wrote (114629)	10/21/2000 5:43:32 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Tbull, I know that Sun has had some really hot quarters re growth. My question is can they continue it. The problem I see for them is that their servers are way overpriced compared to some very good ones like in the chart below. Look at the $/tpmC column. ideasinternational.com Sun's and the other proprietary ones, like IBM are around 2 1/2 to 3 times more expensive than the Intel based ones. And, the Intel based ones can run NT, W2K, Unix or Linux, with SQL or Oracle 8i on top of any of those OSs. They are also just as reliable. Scalability is getting there, or you can scale out and up at the same time with clusters. The cat's out of the bag. Just as customers that need to run large database systems don't need to run them on IBM mainframes any more, neither do they need to run them on Sun big iron either. It will take time, but the word is out and spreading. If Sun were to cut prices to come close to the Intel based servers that the big 4 OEMs build, they don't have the economy of scale, or standard high volume working for them like the OEMs have with Intel and their multiple megafabs. It would seriously erode their margins, which I see are already starting down. The reason Sun is using is higher memory prices? Give me a break. Tony