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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (14676)	12/17/1997 2:54:00 AM
From: Dom B.	Read Replies (1) \| Respond to of 27012

9 women can make one baby in 1 month. ho ho ho ho.. yep. u need a looooong vacation :>)

To: Sonki who wrote (14676)	12/17/1997 3:40:00 AM
From: Flair	Read Replies (2) \| Respond to of 27012

Sonki, This is a response to your post. Message 2985539 As usual, Paul gave an exceptional summary of technical implications and consequences in Intel and Sun's alliance. Message 2985100 Paul has listed a lot of benefits to Intel in this deal. Here I add something related to Sun. IMHO, this is a great deal for Sun. (1). It gives Sun a contingency plan if their Sparc III's design (still in the design's process) does not work out or slip off schedule. Moreoever, it is likely that Sparc III's performance (600MHz) may be inferior to that of Merced (900MHz or 1GHz). (2). If this deal works fine, in the future Sun may not invest money (billions of dollars) in developing any successors of Sparc III. As a result, Sun can save a lot of R&D expense and then have more concentration on its software business. (3). It may have much cheaper hardware cost in building servers. (4). Enhance its position in competinig HP and SGI's UNIXs (also slated to use Merced). (5). Possible alliance with Intel's on NCs. This is definitely an awakening to Microsoft, but not a rude awakening, since HP and SGI also wants to use Merced in their server business. Current Microsoft's OS monopoly is in desktop business which should be intact, since Bill Gates' future plan is to penetrating more household market as TVs and cellular phones do today. (1). Natural language user interface (e.g., dictation using speech). (2). Multimedia support (e.g., integration with TV, viedo games etc.). (3). Internet support (e.g., searching, browsing, and electronic commerce etc.) (4). Wireless telecommunication support. (5). Portable companion support (e.g., handheld computers and notebooks). I believe that what you worry about is Windows NT server business. Currently, Windows NT 4.0 eats a lot of low-end server business. Thus, Windows NT 5.0 needs to demonstrate its ability to directly compete Sun's Solaris and HP-UX in the enterprise servers. What is the implication in terms of stock prices of INTC, MSFT, and SUNW? Long term: INTC may be the ultimate high-performance CPU maker. SUNW should benefit a lot since its hardware business does not earn much money, and cutting cost in developing expensive processors should be a big plus to SUNW's profit margin. MSFT still has its dominance in desktop/home market, and faces a uphill competition from Sun, HP, SGI, and DEC in enterprise servers. As Bill Gates said, Microsoft's future growth in enterprise business hinges on Windows NT 5.0.

To: Sonki who wrote (14676)	12/17/1997 7:31:00 AM
From: Flair	Respond to of 27012

Sonki, It looks like that Sun followed SGI's suit to surrender to Intel. Thus, this gives me a feeling that Sun may not be able to deliver its own UltraSparc III in time or the performance may be inferior. It seems that Sun is executing its contingency plan. The only problem of Intel is its profit under the price pressure at least in the next three to six months.