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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: Paul Engel who wrote (138116)6/26/2001 4:18:10 PM
From: Saturn V  Read Replies (1) of 186894
 
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<That appears to be what is playing out.
However, 2 camps developed & survived - the Wintel Camp and Apple (as you so rightly know !).
In this case, SUN appears to be a real close "analogue" of Apple - manufacturing both the hardware and the Solaris OS. >

AND THEN THERE WERE TWO ??

From the marketing point of view a two mainframe CPU vendor strategy a la the personal computer business is highly likely. One mainstream solution, and one appeals to those who want to be different ( a la Apple).

If we expect Itanium to be the mainstream solution, you expected Sun to be the alternate platform. However we are forgetting IBM ! IBM continues to ride two horses, the PowerPC and the Itanium. I doubt that we can expect IBM to exit the CPU business for several years. Too much of IBM's pride and ego is tied up in making mainframe CPUs, even though the non-CPU business is now a big chunk of IBM profits. Compared to Sun, IBM has a much larger revenue base to fund CPU development, and it has the advantage of leading edge silicon technologies, while Sun has to depend upon foundries. Thus there is much more pressure on Sun to dump SPARC. I think that it is easier for Sun to dump SPARC, since ten years ago Sun used Motorola CPUs, so there is less of an ego issue.

SO IT WILL BE A THREESOME

Until Sun sees the light !
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