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Technology Stocks : All About Sun Microsystems
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To: Reginald Middleton who wrote (19322)9/5/1999 1:20:00 PM
From: Charles Tutt  Read Replies (1) of 64865
 
Well, it's NOT the case that "everybody seems to agree that the Merced will outperform the Sparc III chip." I don't, for instance. And although Sun will provide Solaris for the Merced, that does not imply they will be basing machines on it.

I think it's more likely that Intel will abandon X86; they already seem to be weakening backward compatibility and moving toward the StrongArm.

Competition is nothing new to Sun. I like the way they've performed when facing it, and I have no reason to believe they won't continue. The careful analysis and good decisions they made years ago are bearing fruit now.

JMHO, of course.
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