Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

3:59 PM EST

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To: wanna_bmw who wrote (81070)	5/30/2002 4:46:13 PM
From: ptanner	Read Replies (1) of 275872

wbmw, re: How about Sun? Sun sells about 1M CPUs per year according to this article: 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." fortune.com -PT

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