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

To: Charles Tutt who wrote (9622)	5/5/1998 5:44:00 PM
From: Michael Watkins	Respond to of 64865

Charles, You are right in terms of manufacturing efficiency. I don't know the answer for this -- does anyone have stats on the number of SPARC chips produced and sold each year? I'm simply assuming, perhaps incorrectly, that the number is orders of magnitude less than Pentium / Pentium II's etc. Divide plant costs & manufacturing costs by number of chips sold and you get a rough idea of where I am heading with this. For this reason Alpha just couldn't survive, not without the kind of cooperation that is shaking up with Intel / Digital. And even then, who knows where that story will end up. With fab plants costing mega billions and getting more expensive each time densities go up... well, its a game of mighty big stakes. Cheers