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To: Dan3 who wrote (119444)	11/28/2000 1:48:04 PM
From: greg s	Respond to of 186894

Dan3, re:I'm pretty good at tracking the direction of mainstream IT technology Yes, you are a latter day technology Nostradamus ... a true flicker of brilliance, outstanding in your own mind. We humble ones (sorry, Carl) should pay homage to your superior intellect and powers of discernment. <VVVBG> greg

To: Dan3 who wrote (119444)	11/28/2000 2:53:11 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

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. Dan, you have nice experience in the IT world. Question though, are you saying the following with respect to the PC segment, or the web/enterprise, in other words, server environment segment? ("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.) Tony