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Technology Stocks : Compaq
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To: rudedog who wrote (67638)9/14/1999 11:41:00 PM
From: paul  Read Replies (2) of 97611
 
"...SUN sold less than 1000 UE10000 systems so far this year..."

If you listened to Sun's conference calls they are basically capacity constrained on building more Starfires - now assuming the avg selling price of a Starfire is around a million dollars including startup services and support that translates to about a billion dollars a year and i suspect the profit margins are pretty healthy in this space vs. 4-8 way servers - seems like real money to me. Also Starfires drag in lots of other infrastructure from redundant servers to applications consulting for Oracle, SAP, etc.

Kumar's point seems to be that the internet is putting a exclamation point on scalability and reliablity and NT doesnt deliver any of these - the 99.9 guarantees are mostly built around having various services to replace NT systems when they go down - not in any intrinsic availability of NT.
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