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To: Tony Viola who wrote (108088)	8/23/2000 11:55:37 AM
From: Gary Ng	Respond to of 186894

Tony, Re: WAG is that Sun gets away with it until McKinley comes out (at least another year and a half). I am not with you on this one. I believe it would be at least another 3 - 4 years before they would be in trouble(assuming they insist on doing everything by themselves). gary

To: Tony Viola who wrote (108088)	8/23/2000 1:00:06 PM
From: maui_dude	Respond to of 186894

Aloha Tony, I dont mean the manufacturing cost, thats the easy part. The cost comes in the form of design resources to keep competing with Intel. It shows on SUN in he form of, like you said, price/performance. From what I hear from some friends who left Intel to work for SUN, the chip design group (SPARC) is not very structured (in terms of design methodologies) in their approach. It not unusual, given that their primary focus is not chip design. Also, there is some loss that comes from not being tied to the process (by not manufacturing themselves) very closely (Unlike Intel and AMD, where the process teams often modify rules specifically to help design). So, fighting the battle with Intel is a losing proposition, IMO, in the long run. I am not sure if SUN will give up as early as McKinley comes out. They might start hedging once McKinley is out and may takes couple more years before they give up on designing themselves. Historicaly SUN has always found a way to thrive in a fast changing technology space. And they might continue to do so, even if they get out of design (maybe even more so). Maui