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

To: chic_hearne who wrote (34721)	8/26/2000 11:15:34 PM
From: Charles Tutt	Respond to of 64865

Isn't that what contractual performance guarantees are for?

To: chic_hearne who wrote (34721)	8/26/2000 11:16:15 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

This is getting a little too OT, Chic. But IBM's better at basic physics research than just about anybody. They are, for example, pretty damn good at building disk drives. Should they refuse to sell them to EMC? They're a lot less good at software. Those patent portfolios and applied-science thingies like fabs that stamp out a bunch of identical patented objects (some of them even high-margin objects) are cash cows par excellence. They require a lot of investment but IBM's got the cash. Servers are screwdrivers, software, patches and handholding, all things that you can only make money at if you're really focussed and fanatical (like Sun is). Intel cleaned up. Dell and CPQ walk a never-ending tightrope. You do the math. --QS