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

To: dmf who wrote (27775)	2/15/2000 1:15:00 AM
From: Charles Tutt	Respond to of 64865

I couldn't get the article following your link, but this seems to work: mercurycenter.com They're pretty vague about why they think Sun is "lukewarm," so there's not much to say. You might say the availability of Itaniums to support has been a bit "lukewarm." JMHO.

To: dmf who wrote (27775)	2/15/2000 1:28:00 AM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

Another thought just crossed my mind. Maybe Intel isn't happy with the Itanium's performance and wants to deflect any "all else being equal" comparisons with SPARC by claiming the port is defective. Otherwise, I would have thought they'd be happy to have all comers. JMHO.

To: dmf who wrote (27775)	2/15/2000 8:18:00 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear dmf: As a shareholder in both companies I am sorry to read that (read it off of Charles URL though as yours doesnt work). I had thought that down the road SUNW may actually benefit from utilizing INTC who has such vast resources for R&D and huge Fabs that it is reasonable to presume they could manufacture cheaper. If SUNW could buy the processor cheaper than they can make it, and if the quality and productivity are equal or better I in my naive way dont see why SUNW wouldnt just buy it. Anyhow, that announcement looks to me like a lose/lose situation. JDN