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

To: Mephisto who wrote (18411)	8/2/1999 7:49:00 PM
From: Eric.sun	Read Replies (3) \| Respond to of 64865

Scott just spoke on CNBC talking about MAJC. Actually he didn't go quite detail about what it all is. But he did mention it is media processor for consumer market optimized for java/jini applications. Set_top box etc would be primary market for this chip. Sun will use community sourcing agreement to promote the chip architecture to anyone in the semiconductor industry just like Java/Jini agreements. Sun might end up selling chips but it really wants to let other players to follow the route. Actually this arrangement could be one of the major incentive for it to be successful. For one, this consumer processor will come out really cheap in order to be successful, and producing cheap products are not the strongest strength of SUN and it may not even make money at all. For two, if the consumer java processor takes off, then the thin_client model would be accepted everywhere and who is gonna benefit from heavy server side, everyone would say SUN, right? And the third factor, the licensing fee for chip design or intellectual properties will be at a premium, there are several semiconductor companies like ARM, MIPS and RAMBUS doing quite well in this sector. SUN might eventually create a tracking stock for MAJC product and creats several billion dollar marketcap company as well. In summary, MAJC seems to be a very creative design and yet a very conservative business approach with virtually no financial risk involved. Good Job!