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Technology Stocks : All About Sun Microsystems

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To: Steve Lee who wrote (26907)1/28/2000 1:07:00 PM
From: David Kelly  Read Replies (2) of 64865
 
INTC current list of problems:

RMBS total failure (Jim Kelley bought .5G of RMBS on his new Dell machine and it took a weeks worth of world supply)<ROFL>
Coppermine L2 catch and bugs Er..Ah errata!
Inability to ship enough PIII processors for the next 6 weeks
AMD cpus outperforming
Angry customers: DELL and Gateway
IA64 test samples still hot enough to do toast over and under performing current PIII line.

SUNWS problems:

Meeting demand and keeping as far ahead of the competition as they are currently.
Hiring enough people to keep up the 30% growth rate.
Finding all the dots for dot.coms.

Maybe I should short INTC.<g>

david
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