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

To: JDN who wrote (39872)	12/30/2000 3:40:12 AM
From: QwikSand	Respond to of 64865

JDN: I respectfully disagree with you. That article is overly long and the guy likes to hear himself talk (don't we all), but he convinced me that the P4 is a piece of crap and will remain so for a couple of years. Benchmarks purporting to prove the contrary will still be cooked and published. But at least the truth is known. --QS

To: JDN who wrote (39872)	12/30/2000 5:15:10 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

JDN: I build computers all the time. At this point all I ever even THINK ABOUT using is the AMD Thunderbird, usually in an ASUS A7V motherboard with 384M of PC133 memory. Pretty soon even faster double-data-rate DRAM memory will become common and I'll start using Asus motherboards that support that (with a new VIA chipset) instead. Intel processors never even CROSS MY MIND unless I need to build a 2-processor system for video editing. If you're in the market for a new computer, that's what you ought to get. You can't beat a 1Ghz Thunderbird. It goes like a bat out of hell, and it's dirt cheap. --QS

To: JDN who wrote (39872)	12/30/2000 12:21:34 PM
From: High-Tech East	Read Replies (2) \| Respond to of 64865

... climbing out on the limb again - way out ... I am just not smart enough to stop myself ... but you knew that already. <g> (1) The safe haven for those who have been selling tech stocks and not going to cash, bonds, treasuries etc is about to disappear. "They" think that they are safe over in the S&P 500, DJIA and the NYSE. (2) "They" are wrong. Profits are quickly declining in those areas also ... and P/Es are much too high. (3) There is too much fundamentally wrong with the U.S. and world economies right now for the 'old economy' stocks to escape as lightly as they have to date. (4) My predictions ... the S&P 500, DJIA and the NYSE Composite Index will all be at least 20% lower on February 1 , 2001 than they are today. (5) The Nasdaq Composite will be 5 to 10% lower on February 1, 2001 than it is today. (6) The Fed will not lower rates before the January 30-31 meeting. (7) Actually, there is about a 50% chance that the Fed will not cut rates until the March 20 meeting - unless the DJIA, S&P 500 and Nasdaq Composite drop another 30% from today during January. I may be totally wrong, but I am risking my large gains on my three S&P 500 March 'puts' by not selling them now ... at least you can't say that I don't put my money where my mouth is ... what a disgusting thought <g>. The rubber is about to meet the road ... and it's a large Michelin earthmover ... not one of those little Firestones they put (used to at least) on Ford Explorers. With those happy thoughts ... Happy New Year to all. Disclaimer: The above is my personal opinion. I recommend that you do not base your investment decisions solely on any one person's views or analysis (including mine). Do your own research and take personal responsibility for your investment decisions. Ken Wilson

To: JDN who wrote (39872)	12/30/2000 11:12:51 PM
From: rudedog	Read Replies (2) \| Respond to of 64865

JDN - The 386 was faster than the 286 even when there was only 286 software. The Pentium was faster than the 486 even when there was only 486 software to run. Likewise the P6 - "PentiumPro"... But now we have PIV - which is actually P7, don't ask me why Intel called their refresh of the P6 "PIII" - which seems to be slower than the previous generation unless people use "special magic". It is quite possible that only a few folks - the OS and database people - will ever make that effort. Then we have Itanium, which is way slower than anything since the Pentium, and needs programs which are completely re-designed to get even acceptable performance. But the architecture is scheduled to be replaced by McKinley in a year, and McKinley has a completely different memory and I/O architecture, along with programming "enhancements". Who would waste time writing for a processor which will see only limited time in the market before being replaced by another processor with different characteristics? You were the guy who wanted to buy a RAMBUS system too... did you ever do that? If so, do you feel shafted? I would suggest the PIV will be a similar deal.