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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (57062)11/25/2003 2:40:57 PM
From: Lizzie Tudor  Read Replies (1) of 64865
 
you know what your problem is?
You are too US-CENTRIC.

The world wants off wintel. Not so much off Intel as much as Microsoft. So now Intel has to compete on its own merits without the Msft and Dell crutch in the emerging markets where the growth is.

AMD desktop chips are half the price of intel for same performance. AMD is the high end leader... where is intel? They have centrino but that is all.

At least microsoft is responding to the threat and not laying down and playing dead like IBM did 10 years ago. There is speculation that msft is funding scox.
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