Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: GVTucker who wrote (115687)	11/2/2000 3:45:07 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

GV, how can Win2000 be losing share when it's just getting out there? Tony

To: GVTucker who wrote (115687)	11/2/2000 4:29:33 PM
From: Joseph Pareti	Respond to of 186894

>Merrill argued that it is possible for >Solaris to dominate in the high end. using proven, bug-free, main frame-like, non-stop technology on state-ot-the-art spark-plug wasn't Kurlak a Merril guy ?

To: GVTucker who wrote (115687)	11/2/2000 4:31:04 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "Amy, taking that one step further is a Merrill enterprise survey" Hi GV, I'm glad you posted this. I wish you would contribute these types of thoughts to the thread pro-actively. Sometimes I get the feeling you hold back a lot of information and just watch, or am I incorrect? Btw, was the "share" a measure of Unit share or Revenue share? Intel is the Unit share leader, Sun is the Revenue share leader. I didn't know which Share - revenue or unit - (and yours was about growth, not installed base, which is different) you were talking about. Was it revenue or unit - this can make a difference in interpretation? Well, Intel fortunately can work with Linux, although Tony's reason (about Win2k just getting out there) is very valid. Btw, I don't know if you know of Brian Valentine who heads up Windows, but he is one of the best managers in the industry and someone I trust to do a job well. Let's hope Brian can make Win2k happen, as I believe he will -- his past results tend to be solid and progressing, although, initially slow. That would be Brian's style. The initially slow part is fine with me, because he has a style to build his fort very solidly, before a steady attack. His results tend not to be the quick & easy kind, nor are they built upon a non-lasting foundation, but rather, he is the type of guy who might say the heck (or, a stronger word) with today, let's suffer now, but let's go all out and build for a solid tomorrow: slow, steady, but solid, building results. I think Brian's style will show the money, as it has in the past - slow at first, but growing steadily and reliably. Regards, Amy J