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Technology Stocks : All About Sun Microsystems

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To: Steve Lee who wrote (27396)	2/8/2000 1:26:00 PM
From: QwikSand	Read Replies (2) of 64865

Steve: I'd be interested in hearing your projected timetable wrt/ how the Giant Intel's move into Sun's market space will negatively affect Sun's revenue growth. Within the past week or so I made the guesstimate here that no 16-way Itanic box will run a heavy-duty transaction benchmark (e.g., TPC) with decent results, decent scalability, and 72 hours without crashing until October 2001. I was corrected, and called an "incurable optimist" (first time anyone's ever called me that!) by Dr. Rude Dog, who is more technically sophisticated about hardware than most of us, less of a SUN partisan than I am, and believes that event will not take place before Summer of 2002. The hot, slow, late and buggy Itanic chips that Intel is "proudly" displaying to industry forums (when was the last time Intel or anyone else sheepishly displayed one of their products?) can have no signficant impact on Sunw's market share for 2 years, during which interval it's somewhat unlikely that SUNW will be standing still. I guess I have a hard time understanding your position other than from a day-trader's point of view. Regards, --QwikSand

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