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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (49272)	5/28/2002 3:47:34 PM
From: cfimx	Read Replies (2) of 64865

>>The product story at $13 billion-a-year Sun is worse. By some measures, Sun has been losing share in its core market--Internet servers--to Dell, IBM, and HP. Sun is vertically integrated: Sun machines use Sun microprocessor designs and Sun's own operating system software. For almost everybody else in computing, Intel is the computer maker. Intel devotes all its attention to chips, and spreads its costs over 100 million a year, while Sun sells only computers containing about a million of its Sparc microprocessors annually. While Intel spent $3.8 billion last year on R&D, Sun spent about $2 billion, much of it for things other than chips. Intel machines now best Sun's in raw performance. Says John Parkinson, chief technologist in the U.S. for consultants Cap Gemini Ernst & Young: "Sun is in worse shape than Oracle because it's so dependent on hardware. Staying competitive at the silicon level is really hard when you don't have much volume." after six years, the mainstream media is STARTING to get it. this won't go away. my favorite quote from the article: SUNCOM is vertically integrated. That's for C_DUBYA.

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