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Technology Stocks : All About Sun Microsystems

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To: Carmine Cammarosano who started this subject4/24/2002 11:27:57 PM
From: QwikSand  Read Replies (1) of 64865
 
zdnet.com.com

I think this is a serious problem for Intel, could be an even more serious problem for Sun, and I'm buying some more AMD tomorrow.

Now Intel HAS to dump Itanium and play catchup on Hammer. And regardless of whether twister's "Intel can't fail because they're Intel" theory is right or wrong, over time the huge majority of new PC's and an increasing majority of servers go to an x86-64 Hammeresque architecture (Intel will keep the "Yamhill" or whatever they call its ISA close enough to Hammer's so that the same O/S or application binary can detect which flavor it's running on and just go...Microsoft will make them).

Where does it leave Sun? Talking about scalability. How long does that last? Dunno.

What happened to that fabulous McKinley? Don't hear much about that any more. Maybe they're paraphrasing Brooks: plan to throw TWO away :-).

--QS
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