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

To: JDN who wrote (35687)	9/22/2000 6:06:32 AM
From: QwikSand	Read Replies (2) \| Respond to of 64865

No one, other than Kumar, could have believe that a SUPPOSEDLY prestigous company like INTC who OUGHT TO KNOW they provide market leadership DOESNT EVEN KNOW WHY THEIR SALES ARE DOWN!! They know damn well, JDN. They're losing market share to AMD on the high end and losing margin on the low end, and they're throwing money at their uncertain future. Look at theregister.co.uk, an article that shows that INTC is running around in a circle like a man with one foot nailed to the floor, making up shit trying to figure out what to do for an encore since they have no interesting new products. Their big strategic Itanic is probably a money sink too, they're probably throwing money at that like there's no tomorrow. It will be interesting to look at the R&D cost lines on their report if they break them out to that level of detail. The point is, JDN, they know, they just DON'T WANT TO SAY. Because they're like Microsoft: they've peaked, their day is over. The captive INTC customers know they've gotten themselves stuck to a tar baby and are looking for alternatives. This is not a mystery. I like my AMD calls more and more (thanks chic). --QS

To: JDN who wrote (35687)	9/22/2000 10:03:49 AM
From: Jean M. Gauthier	Respond to of 64865

Hi JDN I was a big intel investor as well, but got out earlier this year as I thought the PC business was good but not spectacular. I never thought I would lose $ 100,00 in 1 day based on Intel 'Collateral damage" Sigh... How many Intel did you still have ? BTW, not to kick a horse when they are down, but Intel has these problems 1- very tough product transition to Itanium 2- seems to be accelerating it's releases so much that quality & attention to detail has suffered. 3- the internet is hurting the adoption of fast chips, as in you need them still but less fast... 4- software has not "bloated" enough to rellay use 1.1 GigHz chips yet. 5- they are padding their profits too much with "investment gains", and THAT is pretty scary, and not income form "operations" Finally, it's a slow grower in sales & profits lately YOY as well as it had 400 Billion + Market cap which seems excessive compared to Cisco & SUNW & NT. Take care jean

To: JDN who wrote (35687)	9/22/2000 12:45:33 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

JC: this is no laughing matter. --- JDN, being 80% SUNW with a soon to be $3 cost basis, I may be the better judge of laughing matters. With all respect buddy, while you've been fretting over whether your next PC should have Rambus RAM, nuclear radiation shielding, etc because you want it to be your LAST PC, your friends here on SI SUNW been telling you an important story about PC computing. --- I'm sorry you're getting caught in the rain. If you continue to hold INTC, you may want to discount a lot of the 'PC' stuff, certainly a lot of the Meconium stuff and find a 'ubiquitous computing' (embedded chips and stuff) story in their foward model. --- I don't think many of us here are holding INTC, just as we're not holding MSFT or DELL. As far as INTC management goes, I don't know much about the company other than they use Sun gear to develop their chips and that their CEO made some weird "communists!" comment about Sun two weeks ago. Maybe that was a clue. -JCJ