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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (41951)	4/12/2000 10:55:00 PM
From: rudedog	Respond to of 74651

charles - You're right, I had forgotten that "Open architecture" group even though I worked with Axil in attempting to use SPARC architecture as a basis for a workstation business back in the mid-'90s. Even at that time, the non-SUNW SPARC community was a kind of "fig leaf"... and the history of anyone but SUNW trying to make a go of SPARC is not one which would inspire any new ventures in that direction. So I guess I would put SPARC on a par with Alpha - all of the advanced design happens at the real IP holder's shop (SUNW for SPARC, CPQ for Alpha) but others have the ability to either do their own innovation or to manufacture the "mainstream" product for sale. But since better than 95% of SPARC sales are through SUNW, and nearly 90% of Alpha is through CPQ, the fate (and real IP ownership) still rests with the parents of those chips, and the only real user base is dependent on that core business.