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

To: Paul Engel who wrote (52525)	4/9/1998 2:27:00 AM
From: Paul Engel	Respond to of 186894

Intel Investors - SUN and Fujitsu Agree to Support Merced with Solaris This further solidifies SUN's Solaris commitment to the Intel Merced architecture. The careful reader will note that there was no mention of support for the "upcoming" AMD K7! Paul {==================} news.com Sun adds Fujitsu in Unix push By Ben Heskett Staff Writer, CNET NEWS.COM April 8, 1998, 12:10 p.m. PT With Santa Cruz Operation squarely in its sights, Sun Microsystems (SUNW) will later today add another partner to push its own Unix derivative for systems based on Intel chips. Sun has convinced Asian systems giant Fujitsu to offer its Solaris "flavor" of Unix operating system software on both 32-bit and upcoming 64-bit Intel-based systems. The move follows the announcement last summer of a similar deal with NCR. The latest partnership underscores drastic changes in the Unix operating system market. A few systems companies are lining up partners at a furious pace to retain viability as players with minimal market share choose to drop out of Unix development. Despite the consolidation, Unix-based software remains a fragmented industry, in some respects. Earlier this week, Tandem Computers, a Compaq subsidiary, announced plans to use Digital Equipment's 64-bit Unix OS for various high-end markets. Digital also recently signed up Sequent Computer Systems. SCO has signed up various Intel-based systems players to sell its operating system. Sun remains the largest player in the Unix server OS market on systems running RISC (reduced instruction set computing) chips. But the firm has articulated a strategy to expand that foothold and challenge SCO in the Unix-on-Intel space, hoping to offer a low-end alternative to the fast-growing Windows NT Server operating system from Microsoft. SCO retains a substantial lead in shipments of the server-based Unix-on-Intel operating system market, according to market researcher International Data Corporation. In preliminary figures, it scored about 40 percent of the market for 1997, compared with 3.5 percent for Sun's Solaris-on-Intel offering. Fujitsu has pledged to sell and support Solaris versions targeting both 32-bit and 64-bit applications and focus sales on the Japanese and Asian markets. Fujitsu will also develop enhancements for Solaris. The 64-bit feature essentially allows larger chunks of data to be crunched locally and represents the next step in Intel-based computing technology. For some, the wave of partnerships in the Unix industry is interesting at a tactical level but misses the larger question. "What would be good for the Unix industry is for the Unix industry to keep growing," noted Jean Bozman, analyst with IDC. The Amdahl arm of Fujitsu will also commit to selling 64-bit versions of Solaris for Intel's next-generation Merced line of processors, expected to debut next year, as well as continuing to resell Solaris on RISC-based systems from Sun. Initial shipments from Fujitsu are expected in the second half of this year. Enhancements to the Solaris platform provided by Fujitsu will appear in the first half of next year. Fujitsu and Sun have a long-standing relationship. Fujitsu has helped to manufacture Sun's Sparc line of RISC-based chips and resold Sun workstations.

To: Paul Engel who wrote (52525)	4/9/1998 1:20:00 PM
From: Richard Tuck	Read Replies (1) \| Respond to of 186894

Paul, <<I like your anti-AMD/Pro Intel stance on the AMD thread better than your Pro-AMD/Anti-Intel spiel on this thread. Summing it all up, however, I'm forced to believe that you are actually as confused as you sound.>> Actually, it would be more accurate to portray me as Anti-AMD/Anti-Intel at the moment. I just orient my comments to the stock represented by the thread. Unfortunately, I just see AMD and Intel getting into a price war which won't help either company's stock. AMD will lose money, but not enough to put it out of business. INTC will make a lot of money, but not enough to maintain its current stock price. I personally held on too long to INTC, selling out about a week or so ago when AMD's improved yields became evident (I had held INTC since Jan. 1996). This ended my last hope that INTC could create enough performance separation with AMD to allow INTC to maintain its higher prices and transition the market to Slot 1/P II without major competition. Furthermore, if AMD had continued its manufacturing problems for another quarter, it is likely that Celeron would have displaced the K6 at Compaq and maybe IBM. Now I would be very surprised if the K6 gets displaced anywhere. I know that you and the other Intel stalwarts figure that AMD will find a way to screw up again, but I would rather not depend on that. If I'm wrong and Intel somehow gets its profit machine back in gear, I will get back in the stock. Richard