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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (35489)9/19/2000 3:45:28 PM
From: rudedog  Read Replies (2) of 64865
 
QS - I'm surprised at you!! The COBT line is not only AMD it's OLD AMD, 450MHz K6 product. And they have not managed to sell much product despite having a 1 year head start on the big boys.

My real concern is why SUNW did not just create their own product - it is easy enough to do, this is pretty low-tech stuff and Sun already has the components. A little rework on an Ultra 5S and you're there. Could have highlighted the many manageability features of an integrated Solaris solution, probably for about $20M in development cost - 1% of the COBT acquisition. Instead we get a completely incompatible product which has been losing in the marketplace, at an astronomical price??
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