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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (62715)	2/7/2005 5:33:52 PM
From: vj4sun	Read Replies (1) of 64865

I dont need your permission for that, thank you :-) Neither do you need mine to hold on to your opinion! BTW, how old were you in 1988 when Sun was building systems based on the Motorola processor? For a different definition of standardized systems, I would have thought that fit as well. But perhaps you have a different interpretation of that than I understand. Apollo, HP, Apple, Sun and a half dozen (at least) of others were making systems based on the 680x0 architecture and Sun's value add on that commodity base (OS, SW, better systems design) didnt go unnoticed (Sun was growing in the triple digit % back then, in case you might have forgotten that part). The key argument here is whether Sun can build valuable boxes on the Opteron processor. I believe it can, you dont. Its as simple as that. 2-8 processors with dual-core chips is a pretty compelling and encompassing market opportunity for this company and if it can build compelling boxes in this space, it will do well. -V

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