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

To: techtonicbull who wrote (114828)	10/24/2000 8:45:27 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

>I think Sun is fairly valued i heard something similar being said about yhoo one year ago. DO they still say it ? what's the difference to sunw ? does their "blue screen of death " appeal to you better than M$FT ?

To: techtonicbull who wrote (114828)	10/24/2000 12:05:27 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

tbull: I agree with you. Too many see this internet and computer growth thing as a zero sum game. I believe that it is growing so fast that the growth cannot be met by demand and hence we hear stories of people being stopped out by production limitations. What people fail to see is that for every desk top that isn't sold a lap top is not too mention servers. I believe as the CEO of CIEN said this morning that demand for bandwidth is doubling every 90 days. This is going to require more computing power throughout the entire net from core to edge. What will be the form of that cpu power is anyones guess and the problem to be solved by box makers. There is enough business around for everyone and the marketing schemes will determine a company's margins. Margins will be the only thing effected by competition and then only when certain market segments get saturated. SUNW has no reason to lower their prices if they can sell all they want at current levels. INTC shouldn't worry all that much about AMD if they just get back on the execution track and improve their product cycle timing as well as their yields. I mean INTC is the fab limit for the world's cpus. AMD is just an add on in terms of total market supply. I think there will plenty of business for all of them SUNW,AMD,INTC and the rest. JFD