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

To: David Kelly who wrote (26909)	1/28/2000 1:55:00 PM
From: Steve Lee	Read Replies (1) \| Respond to of 64865

RMBS total failure?!!?: Samsung producing 2 million Rambus chips per month: yahoo.cnet.com Why would Samsung and the other 3 be making those chips? Why is the Sun Java MAJC going to use Rambus if it is a total failure? Why should errata be a problem? You saying Sun's mP's don't have errata? Inability to ship PIII's was an inability to meet demand. You might want to do a little research on the notched polymer process and watch out for an announcement from Intel next month concerning on-die cache speeds and yields due to this process. Angry customers: Gateway got everything that Intel committed to. If they choose not to hold stock then they are gonna suffer if supply can't meet demand. Dell was much more diplomatic. I have seen no evidence of anger from Dell. Perhaps you'd like to produce just one angry quote from Dell? IA64 test samples! This is not a shipping product. If there were no problems it would be shipping but it ain't. Just like the UltraSparc 3. As far as Sun keeping as far ahead of the competition, that is the problem. How are they going to solve that. There are always comparisons between Wintel and Sun. With every iteration of Intel processors and MS OS's, the gap is closing. The demand for performance that can't be delivered by an Intel machine is falling as performance increases. Wintel is not there yet with databases. Oracle on NT is horrendous so Oracle on Solaris is still the choice of many. MS SQL 2000 is a killer and Sun/Oracle will lose market share to this. Coupled with IA64, where is the advantage? These risks are in the future but future expectations are what determine stock prices. Keeping up the 20 something percent growth rate may be difficult, and even if it is achieved, that doesn't warrant a PE of 100. Somebody asked what a p/e was and I take the point that there are some ridiculous PE's out there but that is where the stock is expected, in the future, to justify that valuation through immense growth.