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Technology Stocks : All About Sun Microsystems

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To: steve harris who wrote (59293)	3/9/2004 8:55:31 AM
From: Elroy	Read Replies (1) of 64865

you might review where the semiconductors creating those products come from. If you don't know, I guess I'll be glad to help you out. Cell Phones - Semis from QCOM, TXN, MOT, NOK, and a bit of TQNT, NSM, RFMD or so... Printing/Imaging - LXK, HPQ and Canon have most of the patented print engine technology here. Digital camera semis come from A, OVTI and probably a few others, not really sure of the complete list. Network Security - I think the technology here is more in the software than the semiconductors. Networked Storage - Same as above (software is the key value add), plus the HBAs made by ELX and QLGC. Few companies can produce them. OK. Your main point being what? Elroy

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