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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (8040)	3/5/1998 7:44:00 PM
From: Uncle Frank	Read Replies (3) of 64865

>>So, it's really the sub-$1000 PC that is causing INTC's current difficulties. And, we all know that the advent of the NC is creating the market for sub-$1000 PC's. Cheryl, I've heard a lot about about NCs as a concept, but didn't think they had established a tangible consumer market. Are you sure they're advented yet? IMHO, Intel has been forced to offer processors to support sub-1K systems in order to combat AMD and others who are trying to get a toehold through low end PCs, not NCs. But I don't think that's the real issue today. Based on the releases I've seen, Intel's 1Q problem relates to a volume shortfall rather than mix. This is probably due to good inventory management by the box makers following the 4Q boom, since PC sales are so seasonal. Also, Compaq and others are heading toward the Dell paradigm of build to backlog, which puts another brake on inventory. It would nice to think that Sun's thin client is having such a huge impact on the pc world, but I don't think that's the case just yet. Frank

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