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Technology Stocks : All About Sun Microsystems
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To: Joseph Pareti who wrote (44478)8/17/2001 12:54:08 PM
From: techtonicbull  Read Replies (1) of 64865
 
Joe: Sun Microsystems knew many years ago about the development by Intel of the 64 bit microprocessor ( I believe it was then called Merced) Itanium. They developed the Solaris operating system to work with Itanium so that those UNIX users would go to SUNW for their OS. Paralleling the development of Itanium, SUNW was honing their 64 bit processor the Ultra Sparc III. Sunw has always competed based on integrated systems, that is, selling the idea of a software/hardware solution. For many years they had a processor with an inferior speed rating which dominated the server and workstation market due to this integration factor. I believe that Intel will be a factor in the market but it will not displace SUNW for the following two reasons: 1) Despite the CapX spending recession now, the future will bring a new cycle of IT spending so the market will again be huge, and 2) R & D at SUNW places them well ahead of INTC in some very critical enterprise functions, i.e. INTC will have to play catch up to equal SUNW and IBM.
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