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Technology Stocks : All About Sun Microsystems

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To: I_Banker who wrote (62214)	10/27/2004 4:53:08 PM
From: Charles Tutt	Read Replies (2) of 64865

That's an interesting assertion, and I don't know whether I agree or not. I think it at least warrants fleshing out a bit. What metric(s) do you have in mind? And how significant do you think any difference in the rate of advance is? My gut feeling is that advances in computing in general tend to result in leapfrogging -- one architecture will pull ahead briefly, then competitors will have their (also brief) day in the Sun (pun intended). Chip designers and fabricators often buy their software and manufacturing equipment from the same sources, go to the same schools, and hire from the same pool of workers. There are factors that benefit first-movers and volume producers, but sometimes it's the upstarts that are the innovators. The bottom line is that it's very hard to capture and maintain any significant lead or to achieve the "much greater rate" of improvement of which you speak. Motivations and measures of merit in the commodity market aren't necessarily the same as in the enterprise, high performance and other markets (e.g. telco), further complicating the issue. JMHO. Charles Tutt (SM)

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