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To: Richard Habib who wrote (24514)	5/3/1999 11:20:00 AM
From: HerbVic	Respond to of 213177

Intel "moving for the first time into services with their announcement to begin operating server farms for webcasting, etc." is a classic move toward vertical integration. Their brand awareness should carry them forward, provided management delivers on expectation. HerbVic

To: Richard Habib who wrote (24514)	5/3/1999 3:15:00 PM
From: J R KARY	Respond to of 213177

Rich IBM is the largest maker of PowerPCs , AIM exists until AAPL reveals otherwise in a 10 Q/K . MOT's restructuring has focused them on communications products whereas IBM just dedicated a new plant for its PowerPC products . AltiVec is a AIM-PowerPC product . Like Herb Vic posted , it doesn't pay to telegraph your moves and IBM is the master of the head fake . Coincidently the DOJ - MSFT trial was delayed to 5/10/99 , the start of WWDC . Wonder if Gates regrets making his investment in AAPL . My spec is AAPL will acquire software products , shying away from non-PowerPC hardware. OT: INTC "server" service plans places them confronting a existing IBM service which now has 4 operating centers . AMD cut INTC's 60% profit on its desktop CPUs . INTC might find the larger server CPU market as troublesome . IBM has OS experience and sets multiple hardware standards as noted in this post at IBM on its G 6 : "...the IBM Mainframe can allocate 100% of its capacity versus the other platforms such as HP or SUN where you need additional standby machines, this is what they were alluding to: The IBM mainframe is manufactured with a full engine compliment within the machine. The MCM (multi chip module) is a field replaceable part that contains all of the engines. Each engine with G6 is a 200 plus MIP processor that can work in conjunction with the other engines comprising a huge single image to process major applications such as business intelligence or data mining or the engines can be logically partitioned to run smaller jobs independently of other jobs running on other engines within the MCM. " Message 9287115 IBM is running a "open" server service shop . Got to question how many G 6 users will seek out INTC's service versus how many INTC servers will use IBM's support services ? Jim K.