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

To: Brian Sullivan who wrote (41542)	2/23/2001 11:27:38 AM
From: DiViT	Respond to of 64865

"The company also said it couldn't get enough UltraSparc III processors to meet demand for its new servers and workstations, hurting sales. Supply should improve in coming months, executives said" How sure are they? As sure as they were about the enconomy not effecting their growth? TI builds the UltraSparc III processors don't they? TI temporarily shutting five chip factories By Bloomberg News February 22, 2001, 4:05 p.m. PT Texas Instruments, whose chips run two-thirds of the world's cell phones, said it's temporarily shutting five chip plants through the second quarter to cut costs amid the slowing economy. news.cnet.com

To: Brian Sullivan who wrote (41542)	2/23/2001 12:37:48 PM
From: chic_hearne	Respond to of 64865

HP swore off using TI to fab their future chips and now they are partnered with Intel. Not exactly. About 6 months ago they signed up with IBM to have them fab their PA-RISC chips on IBM's state of the art Cu/SOI process. Same with Compaq. I'm not sure if the problem is TI or SUNW's engineers. The smoke and mirrors campaign from SUNW gets confusing. You'd think if they were getting a limited supply of chips, they would start with an E10K replacement first. It only makes sense to go top down, otherwise you comoditize mid range like SUNW is doing because the new low end are now about what the current mid range is like. Given that the workstations are single processor, I think there's a problem with the SMP configuration. It could be anything. I don't believe it is entirely TI's fault that SUNW doesn't have all the chips it needs.