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Technology Stocks : All About Sun Microsystems

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To: chic_hearne who wrote (34710)	8/26/2000 8:25:08 PM
From: QwikSand	Read Replies (1) of 64865

I consider taking advantage of your technology by using it for yourself, not helping out your competitors with it. Apparently people making the decisions disagree, for whatever reasons. Chic, that is simplistic. "Whatever reasons" reflect the decision-makers' years of business experience and their understanding that the benefits of making a valuable technolgy available to competitors in a controlled way in the computer business' "coopetition" environment can often outweigh the costs. Your point of view is the Wintel point of view: single-source monopoly is good by definition. That strategy can certainly make money for a while but then the government sues you or AMD starts eating your lunch. You have to start reporting one-shot appreciation of RMBS shares and winning tickets at the dog track as operating income. IBM knows what direction they have to head in. It wouldn't be a bad thing for their bottom line at all if they end up fabbing half the large CPU's in the world in a few years. The king of servers they ain't gonna be, no matter how selfish they are with their copper. --QS

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