Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charles Tutt who wrote (33861)	7/24/2000 5:26:12 PM
From: Steve Lee	Read Replies (2) \| Respond to of 64865

the X86 chipmakers are getting to within a small factor of the highest clock speeds they're likely to reach for a while Intel about to release P4 at 1.3 GHz, going to 1.7GHz by end of year. Architecture reckoned to be good for 4GHz. The real question is will there be demand for such performance. Many of the appliances will not be able to compete with IA on the basis of performance and power efficiency. I think the MAJC chip will do well. Between P4, MAJC and Sony PS2, maybe RMBS is the way to play processing power, but RMBS is already highly valued. Persoanlly I am scratching my head to find good investments right now and am almost 100% cash. Maybe the market will find some direction later this week.

To: Charles Tutt who wrote (33861)	7/24/2000 5:36:40 PM
From: QwikSand	Read Replies (2) \| Respond to of 64865

need to change instruction sets, so they can't even continue the same game It's that transition which is going to flush them down the toilet once and for all. Imagine the scene one year from today. Ultrasparc III will be out and useful, and at the same time it will be dawning on people that Itanic will never really be important, which the Wintel minions steadfastly deny even though it's by now obvious. There will be many people running around like chickens with their heads cut off, and even more people buying Sun equipment. On this one point the callow youth Chic Hearne has it right: AMD, assuming it can execute, will pick up the pieces when Intel finally pays for its endless mistakes in judgment. It's a miracle that Sun is still in a position to maintain its lead into the next round even though it has fumbled its next generation processor almost as bad as Intel. The window must close eventually. They need to get the damn thing out. --QS