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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (49273)	5/28/2002 6:39:15 PM
From: cheryl williamson	of 64865

What John Parkinson calls a weakness is actually a strength. IT customers don't buy hardware. IT customers don't buy software What do IT customers buy?? They buy solutions. Analysts who don't understand IT computing requirements can talk about thinks like "raw computing power" and such. INTC can spend $4billion per year on R&D & it won't add up to 1 solution to an IT shop. SUNW has it coming and going because they are "vertically integrated", a real plus in the computer business. Another "vertical" is Cicso Systems. Why don't they use P4's in their routers & Linux or Windows as a platform???? The reason is simple: they want to stay in business. The road to chapter 11 is paved with INTC microprocessors. I've personally tested some of INTC's great designs and implementations. I can tell you that the $3.8billion in R&D isn't always well-spent. Let me list just 3 of their product snafu's that have emerged recently: Itanium - no explanation needed SA-1200 - interrupt-driven logjam McKinley - late, late, late again enough said...

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