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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (17854)7/14/1999 9:52:00 AM
From: FiloF  Respond to of 64865
 
<The INTC miss just highlights the competish in the x86 space. This spells trouble for SUNW...>

The other post was ready as well, just in case:
"INTC beating estimates just highlights the competish in the x86 space. This spells trouble for SUNW..."

Either way, big trouble for SUNW, huh? <G>



To: The Ox who wrote (17854)7/15/1999 12:02:00 AM
From: Stormweaver  Read Replies (2) | Respond to of 64865
 
I see innovation in many areas...

Let me first say that I think Java is a great language but we can't ignore that Sun has stumbled with it and the thin client idea:

1. Java & Java add-ons (ie. Jini , JFC)
- great language but Sun has failed to make it fully commercially acceptable.
- 3 years and still buggy

2. Thin Client
- 3 years of talk and no commercially viable product

I think Java still has a good chance but I'm concerned about Sun being the controller of it. Based on long SUNW's on this thread idea #2 must work ... it's Sun's desktop strategy.

Regarding AMD they've got the performance lead now on INTC with K7 Athlon. Average chip prices have increased and I think they will do very well if they can keep production quotas.