Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 36.26

-4.3%

12:44 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer who wrote (165044)	5/10/2002 7:16:36 PM
From: tcmay	Read Replies (1) of 186894

Sun is probably looking at AMD's obvious inability to manufacture either .13 micron or SOI or flash (and not lose money) and is thinking to themselves "Can we really place our entire future in the hands of Jerry Sanders?" The Mani-rated AMD thread is atwitter over McGee's rumors that Sun is about to embrace the Flopteron. If Sun is astute, they'll look to AMD's actual ability to compete with Intel. This rumor may relate to recent reports that Sun will not be committing as fully to Linux as once expected, that Solaris may get more emphasis for x86 boxes. Why? Because if Sun is using someone else's silicon AND using someone else's OS, where's that leave _them_, except as a low-margin white box maker. They may be looking to make money the Microsoft way. Which, if so, means they may well be planning on using the Flopteron AND ANY OTHER CHIPS COMPARABLE. Namely, the Intel version. Even the IA-64. They need to be vendor-agnostic. --Tim May

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next