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

To: QwikSand who wrote (35489)	9/19/2000 3:00:26 PM
From: chic_hearne	Respond to of 64865

Is Sun the first Sledgehammer heavyweight backer? QS- I believe it's too early to speculate, but do you think Sun just spent $2,000,000,000 to sell K6-2's? chic

To: QwikSand who wrote (35489)	9/19/2000 3:07:14 PM
From: Michael F. Donadio	Respond to of 64865

Quik, We've been around a long time and all I can say is that SUNW has executed and developed an industry better than I could have imagined. Way back when SUNW was just a chimp I thought MSFT would realize what was going on, and join along. Instead they tried to derail them and now MSFT's big guys are all leaving and selling their shares. They finally see, but as a johnny come lately. They are trying to join, but don't know how to make friends yet. They need to join the 'new world order' and prosper. Gotta luv sunw, Michael

To: QwikSand who wrote (35489)	9/19/2000 3:07:40 PM
From: JC Jaros	Respond to of 64865

Imagine what the mood is like over at SGI: "Oh, Christ!" <g> --- Tell you what though, this should absolutely cement our current P/E thing. -JCJ

To: QwikSand who wrote (35489)	9/19/2000 3:45:28 PM
From: rudedog	Read Replies (2) \| Respond to of 64865

QS - I'm surprised at you!! The COBT line is not only AMD it's OLD AMD, 450MHz K6 product. And they have not managed to sell much product despite having a 1 year head start on the big boys. My real concern is why SUNW did not just create their own product - it is easy enough to do, this is pretty low-tech stuff and Sun already has the components. A little rework on an Ultra 5S and you're there. Could have highlighted the many manageability features of an integrated Solaris solution, probably for about $20M in development cost - 1% of the COBT acquisition. Instead we get a completely incompatible product which has been losing in the marketplace, at an astronomical price??