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

To: cfimx who wrote (53823)	4/19/2003 11:48:15 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Are you talking about when the Itanic hits the iceberg this week? Message 18859195 Edit: finance.yahoo.com Charles Tutt (SM)

To: cfimx who wrote (53823)	4/19/2003 5:34:50 PM
From: QwikSand	Read Replies (2) \| Respond to of 64865

I don't agree, faithful Tutu'tu. Sun has a strong balance sheet, but they need to come up with a little technological innovation in their machines. AMD has not so strong a balance sheet, but they have come up with the right 64-bit design for the low-to-mid range of the market. I agree that a single-core SPARC will continue to decline in relevance and lose share over time. Therefore Sun has to deliver on one of these Star Trek highly-interconnected 17-processors-per-package goodies they've been making noise about for years, or something else to differentiate them on the high end, and they should adopt Hammer for the rest of the range. They should not adopt Itanic. They should help make Hammer a success and Itanic a James Cameron sequel. Otherwise they could get caught between the devil of a low-volume obsolescent proprietary CPU architecture, and the deep blue sea of being a commodity reseller of the type McNealy has always scorned. Did I cram enough ham-handed metaphors there in one post for you? --QS