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Technology Stocks : All About Sun Microsystems

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To: THE WATSONYOUTH who wrote (28154)2/23/2000 1:22:00 AM
From: QwikSand  Read Replies (1) of 64865
 
I thought until recently that Sun's revenue growth would be in jeopardy if they didn't get USIII boxes out by the end of this summer. However, I don't really see anything competitive of much interest coming out this calendar year.

Sun has always had a second-rate microprocessor. They don't win business on MIPS, they win it on "architectural dominance" of their entire hardware-software product line to use rudedog's phrase. They are working to increase that dominance.

Still, if Sun doesn't get machines out by the end of this summer somebody should get grounded. No one can be happy with Sun's execution on the UltraSparc III. Other shareholders on the thread may cheerlead through this particular situation, but not me.

Of course, no one can be very happy with Intel's execution of the Itanic either...except maybe SUNW shareholders.

--QS
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