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To: bhagavathi who wrote (97016)1/21/2000 10:50:00 AM
From: Process Boy  Read Replies (2) | Respond to of 186894
 
mula - <When intel sells IA-64 systems in direct competition with Sun's Ultra Sparc III.>

...if UltraSparcIII is even available by then.

PB



To: bhagavathi who wrote (97016)1/21/2000 11:09:00 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
RE: "At this point Sun will slowly see their margins erode and get reduced to a software company (wishful thinking, maybe)."

Hi Mula,

Generally, software has better margins than hardware. So, maybe they will, in part. Would be good for Intel. Would also enable Sun to focus exclusively on software in order to compete in a focused way. Although, their systems sale approach is good.

Amy J


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