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Technology Stocks : All About Sun Microsystems

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To: Steve Lee who wrote (34476)	8/17/2000 8:40:09 PM
From: silInv	of 64865

>> SUNW has other qualities but it will never win on >> performance, even with USIII. Agree, not on raw clock frequency. But you don't win customers based on that. It is only a marketing hype. >> If SUNW adopt IA64 in a big way, then maybe - because then they will have access to the superior intel processing technology. If SUNW does "adopt IA64 in a big way", do you think it can win easily against wintel/linux as it is now? SUNW will be no better than DELL/CPQ/HWP and even have a late start than these competitors. If SUNW actually do this, I may reconsider my SUNW holding. BTW, I would think intel has superior manufacturing capability and its process is not as superior as you think.

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