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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (49314)5/29/2002 4:47:15 PM
From: QwikSand  Read Replies (1) of 64865
 
twister: let's go on record here just for grins.

I think you've stated that you expect SUNW to abandon SPARC in favor of Intel architecture within the next 12 months. Is that right? (I think you said mid-2003, but correct me if I'm wrong.) My position is that while Sun already sells some Intel boxes and may well sell more, there is zero chance they will abandon SPARC any time in 2003. I mean "abandon" in the loosest sense: not a screeching halt to production of chips or an official EOL announcement or anything wild and crazy. Rather, I mean any announcement that can reasonably be interpreted as the beginning of a major shift of strategic emphasis away from SPARC CPU architecture.

So giving you the benefit of the doubt, let's say:

Your prediction is that Sun will give some reasonably serious HINT of an intent to move away from SPARC as its strategic CPU by Dec. 31, 2003. I say they will not.

MY prediction is that Intel will announce by June 30, 2003, the intent to produce an x86-64 architecture in volume (yamville or whatever). You may not agree, but IMHO this announcement is equivalent to an announcement of intent to abandon Itanium.

What do you say about that one?<G>

--QS

Edit: all bets are off if SUNW is acquired.
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