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Technology Stocks : George Gilder - Forbes ASAP
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To: George Gilder who wrote (682)9/1/1998 12:07:00 AM
From: Brad   of 5853
 
Java processors are a difficult choice unless one specifically needs to run Java at high speed. Very few applications have either the very high production volume or the high unit price needed to justify full-custom ASICs, which is the only way that you are going to be able to make use of a licensed processor core (as compared to a standard packaged processor).

For the rest of potential applications, it is difficult to justify paying a premium to fabless Sun above what one would pay directly to a conventional semiconductor company for a conventional processor.

If semiconductor companies start selling Java processors directly, and at a price/performance point/power competitive with conventional processors, then they may see some acceptance.
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