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: John Hull who wrote (115705)	11/2/2000 5:05:00 PM
From: Amy J	Respond to of 186894

Hi John, RE: " a significant portion of the share [Sun is] capturing comes from the "other" UNIX boxes. ...So, yes Sun is growing well AND yes Intel-based servers are growing very well too. ...Intel-based servers are gaining segment share in the >$10K server market. This is where Sun lives. I think maybe they are the ones who should be worried...." --------------------------- Thanks for the information. The fact Sun is growing by taking other UNIX units (rather than mainly from new market) is very significant information. This completely changes the interpretation to be: Sun can easily take the old, existing UNIX market, but is possibly struggling on new business, which is where Intel is gaining and capturing territory. Sounds like Intel is stronger than Sun on the new ground - which bodes well for Intel. (Thank goodness). Regards, Amy J