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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (35544)	9/19/2000 7:48:28 PM
From: Prognosticator	Read Replies (1) of 64865

Why is that? I thought the value of the deal was branding, market-share, customers, and software. The hardware is dead last? Somebody wrote that on this thread today and I agree. Why would they bother to invest engineering dollars in going to another processor from here, just to maintain instruction-set compatibility? None of their customers care about that. I'd like bet they have already brought up the COBT software on a SPARC/Solaris box. This would be risk mitigation. We'll see whether they paid too much, but $2B isn't exorbitant. Micro$oft threw $10B down the toilet trying in vain to get a set-top-box design win. I know, I know, $10B is peanuts to Mr. $oftie, but eventually you run out of peanuts if you throw enough of them. P.

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