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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Robert Scott Diver who wrote (49410)	12/9/2001 2:55:35 PM
From: Seeker of Truth	Read Replies (2) of 54805

I'm not aware of any chip made by SUNW that is as fast as the Pentium 4. Every year I look at Sun's offerings and I can't remember when they were ever the fastest, though the servers are certainly popular. As for IBM, ditto for workstations. I presume the CPU's of their main frames are very fast but for the same $ spent I hear you get more throughput with a network of Unix boxes, running the Pentium 4 or AMD's fastest chip. Also, even if IBM sold fast CPU chips the rest of the company is so big that you wouldn't be buying much of a pure play on fast cpus. Right?

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