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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (25525)	1/2/2000 2:03:00 PM
From: paul	Read Replies (2) of 64865

A couple of thoughts on competition and Sun's high end servers: Sun's UE10000 has been on the market over 3 years and a new architecture is on its way next year. Compaq's "competitor" is in beta...so effectively their 3+ years behind and by the time its available Sun's new "Starcat" will be available. HP's V Series has been available for over a year with no appreciable dent - nice chip performance like alpha but if chip performance was the overriding factor Alpha systems would be a whole lot more popular than they are now. Sun's UE100000 is a triumph of Sun's architecture - not a particular machine. A customer who buys a 1 CPU ultrasparc II desktop can scale their application to a 64 CPU SMP Starfire or 256 CPU Cluster - today and onto whatever US III systems are available next year. This will never be true from the competition from compaq,ibm or hp. In the same vein Sun has one OS and ONE CPU Architecture - developers who are splitting their attention on NT, Unix and Linux are no longer supporting marginal platforms like Digital Unix, Sequent, etc...yes, Compaq will get big enterprise software vendors to announce ports but as usual they will be months behind with many key modules not coming out on these platforms at all. Every customer will be asking if they are buying the next Vax or NT on Alpha System from Compaq. Sun hasnt sold all that many UE10000's - somewhere less than 2000 according to their last press release but they are selling all they can build and carry a large backlog - there is plenty of room for them to grow and pull in their whole architecture which is revenue wise more important. Sun is not a traditional Data Center Vendor - they took their share from HP and IBM so they have proven that they can take on these competitors - on the other hand it is unproven that HP and IBM can take on Sun.

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