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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (62211)10/27/2004 1:49:26 PM
From: I_Banker  Read Replies (1) of 64865
 
Charles, I agree with your assessment of HP's perdiciment. However, given a clean sheet, which the spin-off would allow, and a bit of forward looking strategic thinking, what could HP conclude about the future of any non x86 chip. IMO, the answer is that they will all be marginalized.

x86 is growing up, and like windows, will eventually push up into the high-end marketplace. Commodity servers are cheaper, and as they become more capable, will replace RISC chips. Sun realized this and started to invest in Opteron designs -- they even went so far as to cancel some SPARC chips and to share future development with Fujitsu.

I think HP management will come to the same conclusion and not divert resources to low ROI projects.
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