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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (35693)9/25/2000 2:52:16 AM
From: QwikSand  Read Replies (2) of 64865
 
right qwik, everyone is going to have a an e10000 on their desk. you'v been drinking too much koolaid. you USED to be readable.

Twister, that's a thing to say??? <g> But I'll try to start typing more carefully.

From a current wire story in which McNealy is quoted as saying that Sun's business is so strong it will be affected little even by a major economic downturn:

He (McNealy) said the revenue warnings on Thursday from semiconductor maker Intel Corp. (NASDAQ:INTC) were an indication of how the world had shifted away from Intel and Microsoft Corp.'s (NASDAQ:MSFT) Windows.

"Last quarter Microsoft grew, I think, one percent in revenue. Intel is going to grow 3 or 4 percent, I think they said, this quarter. What we're seeing here is the Win-tel thing has stalled, and in fact is losing share ... big time."


I find it amazing that people don't seem to associate the fate of Intel and the fate of Microsoft. They are conjoined like Siamese twins. Intel is currently thrashing trying to figure out what to do with this fact: Microsoft will never be the company it once was, and this inevitably implies that neither will Intel. People are growing to accept the fact that Microsoft is leaving its dominant phase and entering a much-less-interesting "mature" phase, but for some reason they don't see the unbreakable causality that must result in the same thing happening to Intel.

Dell built a two-Itanic workstation. I wonder why they did that? Think they're going to sell an awful lot of those?

I wasn't saying or implying everyone is going to have an E10000 on their desk.

They're going to have one or more little boxes with an AMD or ARM or Motorola chip in them, with zero Wintel content, all of which talk to each other and to Sun servers and EMC storage across Cisco switches, with zero Wintel content.

Why do you think they grafted a half-assed video editor into Windows Mini-Me, and they've got the ZD Pocket Press working overtime on DV camera reviews? Because this is the kind of stuff they see as salvaging the future of the "rich client".

Too late. Game over.

--QS
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