Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: dmf who wrote (46113)	1/19/1998 10:39:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

dmf - Re: "How long do you believe Sun will have this advantage with big institutions and mission critical areas? " I don't see an end to this in any time soon - especially not within the next two years. SUN has recognized their real assets are in software - Solaris, Java - and they are hedging their bets on hardware. The best illustration of this is Sun's recent announcement of porting their Solaris O/S to the Merced IA64 platform. That, I believe, will be key to getting the Merced designed in to serious enterprise environments - INDEPEPENDENT of MICROSOFT. For SUN, they can still provide software without the expense of supplying hardware - Ultrasparc III. ALthough I'm sure they would like to sell both, selling one is better than selling none. Paul