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

To: cfimx who wrote (49314)	5/29/2002 3:54:09 PM
From: Charles Tutt	Respond to of 64865

I think Just Observing is right about Intel having a "relatively short window in which to gain sufficient momentum for their Itaniums." And I don't think they will make it. If I had more faith in AMD to actually pass some of the benefits of their work and good fortune to their shareholders, I'd probably buy some of their stock. Remember, Dorothy had what she needed all along. So does Sun -- we just need to end the malaise that is affecting the economy. JMHO. Charles Tutt (SM)

To: cfimx who wrote (49314)	5/29/2002 4:47:15 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

twister: let's go on record here just for grins. I think you've stated that you expect SUNW to abandon SPARC in favor of Intel architecture within the next 12 months. Is that right? (I think you said mid-2003, but correct me if I'm wrong.) My position is that while Sun already sells some Intel boxes and may well sell more, there is zero chance they will abandon SPARC any time in 2003. I mean "abandon" in the loosest sense: not a screeching halt to production of chips or an official EOL announcement or anything wild and crazy. Rather, I mean any announcement that can reasonably be interpreted as the beginning of a major shift of strategic emphasis away from SPARC CPU architecture. So giving you the benefit of the doubt, let's say: Your prediction is that Sun will give some reasonably serious HINT of an intent to move away from SPARC as its strategic CPU by Dec. 31, 2003. I say they will not. MY prediction is that Intel will announce by June 30, 2003, the intent to produce an x86-64 architecture in volume (yamville or whatever). You may not agree, but IMHO this announcement is equivalent to an announcement of intent to abandon Itanium. What do you say about that one?<G> --QS Edit: all bets are off if SUNW is acquired.