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

To: THE WATSONYOUTH who wrote (28154)	2/23/2000 12:22:00 AM
From: David Kelly	Read Replies (2) \| Respond to of 64865

At the analyst's meeting Sun said they saw no competitive reason to introduce the USIII currently because the equipment was selling faster than they can produce without the upgrade. I believe that they are holding USIII back to a point where they can demoralize the competition with it's introduction. Zander said that the chips were running well over 750MHz how does that sound? david

To: THE WATSONYOUTH who wrote (28154)	2/23/2000 1:22:00 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

I thought until recently that Sun's revenue growth would be in jeopardy if they didn't get USIII boxes out by the end of this summer. However, I don't really see anything competitive of much interest coming out this calendar year. Sun has always had a second-rate microprocessor. They don't win business on MIPS, they win it on "architectural dominance" of their entire hardware-software product line to use rudedog's phrase. They are working to increase that dominance. Still, if Sun doesn't get machines out by the end of this summer somebody should get grounded. No one can be happy with Sun's execution on the UltraSparc III. Other shareholders on the thread may cheerlead through this particular situation, but not me. Of course, no one can be very happy with Intel's execution of the Itanic either...except maybe SUNW shareholders. --QS