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Politics : Formerly About Advanced Micro Devices
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To: chic_hearne who wrote (109822)5/8/2000 9:18:00 PM
From: THE WATSONYOUTH  Read Replies (2) of 1578201
 
Re: "From all I've read and heard, I can't stress enough how much of a competitive advantage AMD is gaining by going to copper now. Look at how the new POWER3-II is helping IBM servers destroy SUNW servers."

Sorry, but I think you are ill informed. The IBM R6000 UNIX servers (S80 series) are still in .25um technology. At .25um, there is NO benefit of going to copper. The silicon technology in these S80 systems is all ready 23 months old. This illustrates how antiquated SUN's Ultrasparc II systems and technology really is. Had the entire R6000 line been up dated soon after the .25um technology qualified (spring of 98) Sun would no way have dominated the Unix server business in that time frame. The R6000 line should have been entirely updated by Sept 98 with .25um Cu technology. Instead, the first systems did not appear until Sept 99 and the rest of line will only this month be updated. What is even worse is that an entire generation of technology was skipped prior to the .25um Cu technology. So SUN was virtually handed this business via another multi billion dollar blunder by IBM. This should show how vulnerable SUN is on the performance front. However, Ultrasparc III low end systems will start to appear late this summer with the high end Serengeti servers scheduled for the end of the year. So, it appears SUN will be OK despite IBM's screw ups.

THE WATSONYOUTH
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