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Technology Stocks : Intel Corporation (INTC)

INTC 54.33

+0.1%

Jan 22 3:59 PM EST

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To: Road Walker who wrote (99693)	2/23/2000 2:33:00 PM
From: Charles Tutt	Read Replies (3) of 186894

Sun has a focus and vision you seldom see in a company its size. They've been saying "The Network Is the Computer" for years, and meaning it. Finally, the rest of the world is starting to agree. RISC has some inherent advantages over CISC, as well, even when the latter is implemented via the former. And Sun got on that wagon early enough that its considerable legacy of code has been able to maintain a high degree of continuity (in large measure both binary and source compatible). They've also done a good job of focusing on their strengths and letting both upstream and downstream work for them. They haven't had to compete with or buy their customers. From an investment standpoint, it helps that they've had a healthy stable of skeptics and naysayers to keep the short interest up and provide an occasional buying opportunity. Come visit the Sun thread for more. All JMHO, of course.

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