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Technology Stocks : All About Sun Microsystems

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To: paul who wrote (18221)7/27/1999 10:35:00 AM
From: Tony Viola  Read Replies (3) of 64865
 
I disagree about IA-64. It's just late (slipped 1/2 year last year for production shipments a year from now). Every key computer company in the world is throwing support behind it, most key being IBM, HP, and, of course, Sun Microsystems for Solaris support. After these are Compaq, Dell, Fujitsu, Hitachi, Bull, Sequent, you name it. McKinley, next after Merced, and maybe twice the performance, is looking like the one to go into high volume. How can you ignore Intel with their unmatched process, manufacturing, and economy of scale prowess in the chip business? And, is HP chopped liver in their contribution to the architecture? You could just as much ignore an oncoming train, I guess.

Tony
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