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

To: Joey Smith who wrote (164815)	5/2/2002 7:47:08 PM
From: tcmay	Read Replies (1) \| Respond to of 186894

Sun is imploding...will it stop at the neutron star stage or reach the quark star stage...or go all the way? "Wow. Sun Micro stock at $6 and change on exodus of mgt. team. Seems like only McNealy is left. This can only help Intel in trying to take share away from Sun in the enterprise space. If I was deciding on which IT vendor to choose, I'd be a little worried about Sun's future prospects. If Mckinley lives up to its predictions, this might be perfect timing (2H02). " My thoughts exactly. IA-64 may not be perfect, but McKinley is looking to outperform SuperDuperSparc and Power4, and have the manufacturing muscle that only Intel can bring to bear. As Sun continues to implode, customers will be looking around, just as they did with Alpha when they feared that DEC would not be supporting it for the long haul (as indeed they did not). As for the Flopteron, none of the major PC makers is using AMD chips in servers, so it'll probably take awhile for them to start using Flopteron...I just don't see a suddent adoption of AMD as a core supplier when they'll have had little experience working with AMD. And considering that a year from now we'll be talking about the even higher performance Madison, Intel may well walk away with all of the marbles in this market. -Tim May