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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: maui_dude who wrote (108081)	8/23/2000 11:52:39 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

maui_dude, >My guess is SUN will have to get out of chip design. Having to focus on all area will take the toll on them. However, it doesn't have to SUN or Intel, if the demand stays high. Sun has a relatively small division called Sun Microelectronics that designs the SPARC family of chips. It can't cost them much because they turn the designs over to TI who builds them. The question I've had all along is how much longer can Sun get away with their terrible price/performance ratio vs. Intel based machines, which are just as reliable (if the software is, which Linux is and W2K is looking to be). WAG is that Sun gets away with it until McKinley comes out (at least another year and a half). Then, I think they go down because of the tremendous competition from several much better price/perf., and at least equally reliable systems from the whole rest of the computing world. Tony