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

To: JC Jaros who wrote (25658)	1/4/2000 2:16:00 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Eeeooow.

To: JC Jaros who wrote (25658)	1/4/2000 12:32:00 PM
From: Tony Viola	Respond to of 64865

JC, Intel's margins are shrinking. That's not right. Intel's gross margins are high 50's%, may hit 60% this quarter. Are Sun's in the high 50's? Who makes chips for Sun. TI? I would think SPARCs would be low priority right now at TI vis a vis DSPs, which have completely turned that company around. If push comes to shove, and TI can't make enough DSPs, couldn't Sun have a chip supply problem, like what happened to Apple with MOT? I'd rather be vertically integrated right now, like IBM, with the semiconductor industry exploding. Does Sun still use Fujitsu? zdii.com Tony