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Technology Stocks : All About Sun Microsystems

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To: DiViT who wrote (48576)4/25/2002 1:46:29 PM
From: miraje   of 64865
 
From the INTC thread:

Enterprise: Xeon very good last quarter with the new Xeons. "Winning very dramatically vs. Sun in the last year." Previous Sun customers moved over to Intel: 167 household names, billion and a half revenue represented.

Message 17382422

Also much better predicted lead in mid '02 over Sun, McKinley vs. 1050 USIII, 1.7 vs. 1.15 in relative terms.

Message 17382472

With regard to Intel vs. Sun in enterprise, and that 1.5 billion in Xeon server revenue won that Sun might have gotten before, Otellini also said that represented about $3.5 billion in revenues Sun won't get. That of course is because Sun servers are so much more expensive than Intel based.

Message 17382524

Breaks my heart, LOL.
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