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Technology Stocks : All About Sun Microsystems

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To: Tony Viola who wrote (18205)	7/26/1999 7:59:00 PM
From: JC Jaros	Read Replies (2) of 64865

And how about SUNW? What happens when they get some competition for their high end servers? Next year, IA64? Ummm, Sun has 64-bit Solaris signed on with Intel for IA64 (Solaris 8 by then), Tony. Even tuned, it will still be a less scalable solution that Solaris on UltraSparc, but will be a natural fit for the IA64 market. The two companies are on the same page there. Besides, maybe it'll help Sun somewhat with the *increasing backlog of getting their boxes out the door to meet demand <g>. It's much easier to get arranged electrons out the door. 'Scalable' isn't just a sales pitch, it's a demand trend in the server space. IA64 should help Intel quite a bit in that space, but as well, Sun will be into a new hardware cycle around the same time. The market doesn't seem to be worried about it anymore, in any case. -JCJ

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