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Technology Stocks : All About Sun Microsystems

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To: SteveC who wrote (27516)	2/9/2000 7:41:00 PM
From: QwikSand	Read Replies (1) of 64865

Thanks for the post, Steve C. I agree, the article is a must read. It is a little melodramatic, but not ridiculous in any way. The article has barely anything to do with Athlon being faster than Pentium III. It has to do with a set of changing market dynamics and Intel management missteps that are likely (not certain, but likely) to converge to spell major problems for INTC in the near future. Wouldn't it be a kick if AMD came out with a 64-bit processor that ran IA32 programs faster than anything Intel had, while Merced/McKinely/whatever ran them like dogs in some crippled emulation? Itanic calling: Mayday. That would be all she wrote. And, I might add, a major boost for SUNW. The one thing the article doesn't mention is the lack of operating software that the Itanic will be faced with before it sinks. What's going to run on it? NT in 32-bit mode running slower than a Pentium III? Big whoop. NT in 64-bit mode? Not this leap-year. Linux? Sure...take a little garage-shop operating system optimized for uniprocessors and turn it into a multi-processor enterprise server 64-bit titan in a year? When monkeys fly out of my butt. What's left? The abandoned "Monterey" project? Solaris x86 for Itanic? IMHO the answer is "nothing". As in "No Thing". The closest thing to a working product will be Solaris, and I doubt that will make either of the Wintel principals very happy. AMD is another story, however.... Good article, Steve. --QS

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