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

To: QwikSand who wrote (27558)	2/10/2000 11:11:00 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

That's a real Hobson's choice for them, though. Either way, their stock could be pounded.

To: QwikSand who wrote (27558)	2/10/2000 12:04:00 PM
From: rudedog	Read Replies (1) \| Respond to of 64865

QS - yes it is a very familiar scenario. A year ago I thought that Intel would just bring merced out as a "development platform" and shift early production to McKinley - but that's not what they did, and now most of the OEMs are well down the road towards merced product launch. It's a little late for Intel to pull the plug now. That's part of the reason that I doubt McKinley will be accelerated - if that was likely, they would have stayed on course to have a token merced product. Merced may still have a life in the market of 18 to 24 months. I think everyone is committed now, come hell or high water.