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Technology Stocks : All About Sun Microsystems

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To: Michael Watkins who wrote (9475)5/2/1998 11:12:00 PM
From: Eugene Goodman   of 64865
 
INTC is the lowest cost producer of chips and are increasing
their performance on Moore's Curve, but SUN seems to have a
longer cycle for upgrades to their chips. As far as the future
unix chip, how about an upgrade of the DEC alpha? I don't see
how the DOJ can stop the agreement for INTC to manufacture
these chips for DEC/CPQ. I'm getting into areas that I know
almost nothing about but even I can see plenty of problems
for SUNW that are not being addressed.

Gene
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