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


To: Steve Lee who wrote (47708)3/7/2002 6:43:13 PM
From: DiViT  Respond to of 64865
 
(Intel comments) "It doesn't seem to be changing (the buying cycle), at least right now," Bryant said. Desktops aside, he added that the pickup in the server business could be coming at the expense of companies that manufacture servers with RISC chips, such as Sun Microsystems. Sun, though, on Thursday said that its guidance for the quarter remains unchanged.

"After four quarters of economic stress, the price/performance of the Intel architecture begins to resonate with people," Bryant said. "The server business is growing a little faster than we expected it to at the beginning of the quarter."


news.com.com



To: Steve Lee who wrote (47708)3/7/2002 9:39:09 PM
From: Charles Tutt  Respond to of 64865
 
It wouldn't surprise me if AMD were hurting them. The Athlon gives pretty impressive price/performance, IMHO.

Charles Tutt (SM)