Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: JC Jaros who wrote (39814)	12/28/2000 11:00:04 PM
From: techtonicbull	Read Replies (1) \| Respond to of 64865

Good point JCJ. I have a feeling, or I have heard it somewhere where I do not know, that SUNW will release some unbelievable products for 2001. I cannot see a company, that is generally one of the most honest in forecasting, who has not made any statement warning about the present quarter, not do extremely well in their stock price and PE ratio. I feel there will be a slowdown but not in enterprise technology spending. I also feel that SUNW is a hedge against the slowdown. I may be wrong due to the abysmal performance of the stock. I may be wrong if there is some "smart money" out there dumping SUNW. I have held on through some long stretches where SUNW did absolutely nothing only to come back and prove to be the "leader". I will hold on and watch the developments in macro-economics and look for a great report and stock movement by January 18th.

To: JC Jaros who wrote (39814)	12/29/2000 12:48:29 AM
From: QwikSand	Read Replies (2) \| Respond to of 64865

Well, I'm trying to take a break from being the bad bear, so I'm not going to argue with you. But if Dale were here, he'd probably say that the issue isn't the desktop. There is an interesting fact, which Dale is scarcely the first one to bring up, and which in fact Walter Mossberg mentioned today in his WSJ column: Moore's law marches on while PC software lags behind. At around 500Mhz, the P-architecture crossed some line where Windows didn't overload it any more for 85% of desktops. What is Intel to do with their 2GHz P4 when 85% of desktop users can't tell the difference between it and a 450Mhz Pentium II, and the IT budget is tight enough to HALT the upgrade of desktop PC's? Intel and its platoon of undead thralls think the answer lies in servers. (Intel also has this neat little trick of actually getting enhanced iterations of the same processor out more often than once every four years.<g>) Is anybody going to publish a server benchmark in 2001 showing 4 P4's beating 16 Ultrasparc II's? There's another line that gets crossed, like the Mhz/Windows line: once you publish enough benchmarks, some critical mass is reached where the benchmarks start to look better than the "dot-in-dot-com total solution" pitch based on the same computer that used to turn disco mirror balls in time with the kick drum. Promise me we won't see that point. --QS