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

To: QwikSand who wrote (28156)	2/23/2000 11:42:00 PM
From: THE WATSONYOUTH	Respond to of 64865

Re: "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." I've heard claims to the effect that SUN is simply holding back UltraSparc III for the lack of any competition. I don't buy it. Something is wrong. TI fabs the chip and has excellent .18um groundrule generation silicon technology. I don't think they are the holdup. I suspect the design is just not yet clean. When Intel starts shipping processors that support multiple SUN MIPS at multiple lower prices, I think the "architectural dominance" argument will suddenly not seem so appealing. SUN needs to get moving on this. The combination of good TI silicon technology and a good design should enable them to hold off any challenges for the foreseeable future. With these delays, they are only leaving the door open to competition. THE WATSONYOUTH