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

To: cfimx who wrote (49273)	5/28/2002 3:57:42 PM
From: Charles Tutt	Respond to of 64865

Yes, the whole article is negative on Sun, but that's standard fare for Fortune; they've been bashing Sun ever since I can remember. Read carefully -- "By some (carefully chosen by its competitors) measures, ..." HP just did a megamerger to become more vertically integrated, and IBM is hardly a good example of a company with focus, yet they're beyond criticism. Intel (which is being credited by some with today's market decline, after being downgraded by Merrill) spends all that money, yet can't seem to get a 64 bit chip accepted by the market -- something Sun did years ago. How much does Dell spend on R&D? JMHO. Charles Tutt (SM)

To: cfimx who wrote (49273)	5/28/2002 6:39:15 PM
From: cheryl williamson	Respond to of 64865

What John Parkinson calls a weakness is actually a strength. IT customers don't buy hardware. IT customers don't buy software What do IT customers buy?? They buy solutions. Analysts who don't understand IT computing requirements can talk about thinks like "raw computing power" and such. INTC can spend $4billion per year on R&D & it won't add up to 1 solution to an IT shop. SUNW has it coming and going because they are "vertically integrated", a real plus in the computer business. Another "vertical" is Cicso Systems. Why don't they use P4's in their routers & Linux or Windows as a platform???? The reason is simple: they want to stay in business. The road to chapter 11 is paved with INTC microprocessors. I've personally tested some of INTC's great designs and implementations. I can tell you that the $3.8billion in R&D isn't always well-spent. Let me list just 3 of their product snafu's that have emerged recently: Itanium - no explanation needed SA-1200 - interrupt-driven logjam McKinley - late, late, late again enough said...