Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joey Smith who wrote (64154)	9/9/1998 12:55:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Joey - Re: "This will be Kurlak's biggest miscalculation, imo." I hope Kurlak put his entire life savings in to Merrill Lynch stock about two months ago. That would be a BIGGER miscalculation. Paul

To: Joey Smith who wrote (64154)	9/9/1998 3:17:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Joey, Re: "Kurlak said there would be a "ceiling" to how much revenue Intel can receive from their server lines in the future, since Intel chips could never penetrate the IBM/SUN/DEC enterprise market" Where did TK say since Intel chips could never penetrate the IBM/SUN/DEC enterprise market"? It's been happening from the early days of the Pentium Pro. NT is gaining market share vs. both UNIX and MVS. I saw a statistic that NT is now 2.2X MVS in terms of dollars spent for servers. Just five years ago, that would have been essentially zip. Sounds like penetration to me. I wonder if this guy is misquoted a lot, or if he really does come out with all the foolishness attributed to him. Tony