SUN microsystems: 7/18/96 quarterly report - BIG! Message Board

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Technology Stocks : SUN microsystems: 7/18/96 quarterly report - BIG!

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To: Kin Lum who wrote (56)	7/14/1996 8:06:00 PM
From: Jim Patterson	of 386

My bad. 6.7 B in Revs. Pretty good. But I think you have to count the fabs. Why do you ask ?????? Because in 3-4 weeks INTC will cut prices again. They will cut prices because they have a new fab comming on line soon to make a more powerful chip. How often does SUNW cut chip prices ???? ( I don't know ) How often does SUNW come out with a faster product that in 6 months costs less than the first one ???? If SUNW put all of their Profits into R & D + Cap expand, would it equal that of their biggest thret (INTC) ???? SUNW HWP MIPS All of those RISC guy's have been waging a shouting match over the RISC market. Well INTC is fighting a WAR. WAR sucks... No doubt about it. There will be loosers.. I am betting on the one with more Ammo for R & D. If SUNW cannot signifigantly lower prices and speed development, they will be just like AAPL. Jim

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