SI
SI
discoversearch

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

To: Charles Tutt who wrote (39258)12/15/2000 10:31:02 AM
From: QwikSand  Respond to of 64865
 
Charles, your response begs the question (in the proper sense of that phrase rather than the one everyone uses).

It may well be that the channel is seeing no US3's because the plentiful supply of US3's is being diverted into some alternative direct channel that Sun has set up. However, Sanford Bernstein has just put out a note that explicitly says they're concerned that the channel is seeing no US3's because there *are* no US3's and may not be any for some time to come.

If there is a street misunderstanding of the US3 availability roadmap, Sun should proactively and aggressively clear that up, even if some resellers are complaining about not getting machines that they're not supposed to be getting.

--QS



To: Charles Tutt who wrote (39258)12/15/2000 10:57:18 AM
From: techtonicbull  Respond to of 64865
 
We just don't know about the status of the US3 situation. If it is is abundant supply then there would be no concerns however I have heard otherwise. I know that these complex chips are difficult to produce in large quantities. I would like to hear from the company, which will not occur most likely.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News