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To: Road Walker who wrote (126270)	1/30/2001 3:13:36 PM
From: GVTucker	Respond to of 186894

John, RE: But I do understand, if not agree with, their reluctance to let their competition know where they are making money. As do I. In the end, it comes down to trusting free markets. On average, I do. On average, most corporate officers (usually mistakenly) think that their stock is undervalued (with the notable exception being Craig Barrett this past summer.) Thus, they don't trust the free market. And thus, they don't trust the market to properly value new information.

To: Road Walker who wrote (126270)	1/30/2001 3:17:16 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, here's a bit of an off the wall product that's making money for Intel: Linux. Article about Linux putting Sun between a rock and a hard place. A Sun rep says: "Our committment to Linux is wide and deep. The issue is that right now Linux is seeing volume on Intel and we have no Intel platform," Hinstorff noted. I didn't think anything got to these percentages: Gillen's colleague, Dan Kusnetzky, vice president of system software research, at IDC agreed. "If you did a survey of what's installed, 93 to 97 percent of Linux is installed on Intel machines, and the rest is evenly split among the RISC architectures-- Even something for the AMD clan in the article: Also at the show, Intel rival AMD will talk more about its SimNow! simulator that will let developers test their X86-64-based code in advance of the company's shipment of its 64-bit processors. Tony