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To: Tony Viola who wrote (70332)12/30/1998 1:15:00 PM
From: nihil  Read Replies (1) | Respond to of 186894
 
TO: Tony, Mary and anyone intuitive

Will INTC break hold 120 today? Is it a good time to buy? 1:15 PM EST?



To: Tony Viola who wrote (70332)12/30/1998 1:30:00 PM
From: Mary Cluney  Read Replies (1) | Respond to of 186894
 
Tony, >>>This is like saying IBM would be a basket case without System 390. Hmmm.<<<

I know you are a System 390 mainframe type person and we have discussed this a number of times in the past, but what you are saying about the System 390 and high end servers doesn't jive with my intuition.

Intuitively, my sense is that more than 50% of the mission critical program code running on System 390 were written for and ran on older systems (like Systems 370 and maybe even some Systems 360).

I just can't imagine that any accounts payable, receivable, payroll, order entry, billing, and marketing and sales program developed and implemented pre System 390 has changed much in terms of requirements and functionality. What payroll program - no matter how big (100,000 - 1,000,000 employees) the company - could not run on a high end server? I can't believe there is an accounts payable system in existence that couldn't be run on a high end server. - Your RAS notwithstanding.

You don't need to respond to this - I just wanted to get this off my chest.

Regards,

Mary



To: Tony Viola who wrote (70332)12/30/1998 3:18:00 PM
From: Joey Smith  Respond to of 186894
 
Tony, re:Without Xeon this
company would be a basket case," Peck says. "They are charging $1,000
apiece for it.

It's as if Peck thinks Intel is "fortunate" that Xeon came along, as if it happened by chance. He gives no credit to Intel mgt., strategy, and vision. Peck should take a class on market segmentation, he might learn something....And how much do these guys make from providing these brilliant insights????

joey