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

To: trouthead who wrote (23784)	12/2/1999 2:25:00 PM
From: cfimx	Read Replies (1) \| Respond to of 64865

in the short run, yes. in the long run , no. if you think about it, sun.com and its partners will have to SPEND $ for $, just as much as Intel is spending on Itanium, just to remain competitive. And that will be a lot. but intc has ONE significant competitve advantages that sunw.com will never have. That is VOLUME. That allows intc to AMORTIZE the cost of developing and marketing the chip over MANY MANY more units. That will allow them to PRICE it CHEAPER and manufucture it for less than sun.com and its partners can. These advantages will be pronounced in a few years. Ask yourself why there are fewer and fewer viable arcehtectures than there was ten years ago. The answer is VOLUME SCALE economics, and it will get ALL of them, including MIPS, ALPHA, and SPARC.