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

To: Mary Cluney who wrote (119437)	11/28/2000 1:21:31 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Intel is just too much for Jerry Sanders to go up against... Similar words were spoken of Intel's and Microsoft's battles against IBM/DEC/SUN. 15 years ago I was fighting sentiment such as yours when I brought Intel based servers and PCs into an environment with IBM mainframes VAX minis, VT102 and VT220 terminals, SUN workstations and SUN servers. I could be wrong this time. But I picked it correctly on that one, wouldn't you say? 10 years ago, I passed on 3COM servers selected by other parts of our organization to bring in Novell. More recently, I migrated mainly to NT server. I implemented Citrix when it was an OS/2 based product called Winview. I was a fairly early implementer of Linux servers (though not in production use until kernel 2.0.33). I'm going to stick with my conclusion, for the time being. I think I'm pretty good at tracking the direction of mainstream IT technology and I see Intel as having developed a cost structure and corporate culture that cannot compete with AMD, near term. Regards, Dan